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
176
$95K 0.03%
7,672
177
$95K 0.03%
874
178
$95K 0.03%
5,450
179
$94K 0.03%
5,300
180
$94K 0.03%
3,815
181
$92K 0.03%
2,170
182
$92K 0.03%
653
183
$92K 0.03%
6,500
184
$91K 0.03%
1,400
185
$89K 0.03%
4,564
186
$89K 0.03%
583
-260
187
$88K 0.03%
+904
188
$87K 0.03%
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189
$87K 0.03%
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190
$86K 0.03%
1,800
191
$86K 0.03%
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192
$85K 0.03%
5,291
193
$85K 0.03%
3,800
194
$84K 0.03%
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195
$83K 0.03%
469
196
$83K 0.03%
2,900
197
$82K 0.03%
3,200
198
$82K 0.03%
14,000
199
$82K 0.03%
1,284
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200
$81K 0.03%
984
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8
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