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
101
$210K 0.07%
2,260
+2,034
102
$205K 0.07%
8,665
103
$203K 0.07%
9,080
104
$203K 0.07%
2,700
105
$203K 0.07%
600
106
$198K 0.07%
1,641
+235
107
$188K 0.06%
25,250
108
$186K 0.06%
1,458
109
$185K 0.06%
2,711
+201
110
$185K 0.06%
3,843
111
$184K 0.06%
750
112
$181K 0.06%
698
-507
113
$180K 0.06%
810
114
$180K 0.06%
387
115
$173K 0.06%
1,613
116
$166K 0.06%
3,060
117
$165K 0.06%
2,553
+640
118
$158K 0.05%
2,541
119
$157K 0.05%
1,713
120
$157K 0.05%
472
121
$155K 0.05%
5,700
122
$153K 0.05%
906
-179
123
$152K 0.05%
11,640
124
$152K 0.05%
867
125
$151K 0.05%
4,093
+306
3 4
5
6 7