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
201
$80K 0.03%
412
202
$79K 0.03%
2,600
203
$78K 0.03%
400
204
$78K 0.03%
910
205
$76K 0.03%
+34
206
$76K 0.03%
2,965
207
$76K 0.03%
2,975
208
$75K 0.03%
1,282
209
$74K 0.03%
148
210
$73K 0.03%
1,054
211
$73K 0.03%
1,475
212
$72K 0.02%
+117
213
$71K 0.02%
1,893
214
$71K 0.02%
589
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215
$71K 0.02%
1,182
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216
$70K 0.02%
1,235
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217
$69K 0.02%
805
218
$69K 0.02%
1,235
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219
$69K 0.02%
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220
$68K 0.02%
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221
$68K 0.02%
990
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222
$68K 0.02%
2,229
223
$68K 0.02%
207
224
$68K 0.02%
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225
$67K 0.02%
2,000
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9
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