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
126
$149K 0.05%
+5,000
127
$149K 0.05%
2,086
128
$147K 0.05%
2,000
129
$147K 0.05%
+4,690
130
$143K 0.05%
525
131
$142K 0.05%
1,316
132
$142K 0.05%
+2,805
133
$141K 0.05%
373
134
$141K 0.05%
4,520
135
$141K 0.05%
3,670
136
$135K 0.05%
+1,660
137
$134K 0.05%
4,443
-458
138
$134K 0.05%
500
139
$134K 0.05%
948
140
$134K 0.05%
2,682
+2,000
141
$134K 0.05%
7,185
142
$133K 0.05%
2,569
+1,670
143
$132K 0.05%
4,705
+2,030
144
$129K 0.04%
980
145
$128K 0.04%
178
146
$127K 0.04%
1,492
147
$127K 0.04%
358
+85
148
$126K 0.04%
14,376
-400
149
$126K 0.04%
1,092
-51
150
$122K 0.04%
+1,518
4 5
6
7 8