HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
+6.99%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+18%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
9.86%
Top 10 Holdings %
Top 10 Hldgs %
73.22%
Holding
91
New
12
Increased
34
Reduced
23
Closed
4
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.51M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$3.39M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$1.68M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.37M |
| 5 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$1.22M |
Top Sells
Sector Composition
| 1 | Technology | 2.95% |
| 2 | Financials | 1.84% |
| 3 | Industrials | 1.66% |
| 4 | Consumer Discretionary | 1.25% |
| 5 | Healthcare | 1.14% |
