HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$948K
2
+$520K
3
+$466K
4
AAPL icon
Apple
AAPL
+$417K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$342K

Top Sells

1
+$516K
2
+$213K
3
+$170K
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$146K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$144K

Sector Composition

1 Technology 4.92%
2 Financials 2.82%
3 Industrials 2.29%
4 Healthcare 2.15%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.1%
7,361
+836
77
$296K 0.1%
1,752
78
$295K 0.1%
5,025
-47
79
$288K 0.1%
1,753
+100
80
$285K 0.1%
5,945
81
$283K 0.1%
1,906
+215
82
$282K 0.1%
1,200
-90
83
$280K 0.1%
3,200
84
$273K 0.09%
6,655
85
$271K 0.09%
1,156
+420
86
$271K 0.09%
1,245
+450
87
$249K 0.09%
6,610
+23
88
$248K 0.09%
4,733
+272
89
$247K 0.08%
1,105
-175
90
$246K 0.08%
7,065
-22
91
$243K 0.08%
1,143
+175
92
$243K 0.08%
1,249
93
$240K 0.08%
5,830
-350
94
$239K 0.08%
1,117
+250
95
$239K 0.08%
5,062
+4,810
96
$234K 0.08%
656
+11
97
$230K 0.08%
2,633
-120
98
$222K 0.08%
987
99
$220K 0.08%
2,012
100
$220K 0.08%
1,065
2 3
4
5 6