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
551
– –
-20
552
$0 ﹤0.01%
+40
553
$0 ﹤0.01%
225
554
– –
-200
555
$0 ﹤0.01%
9
556
$0 ﹤0.01%
+30
557
$0 ﹤0.01%
34
558
$0 ﹤0.01%
1
559
– –
-90
560
– –
-129
561
– –
-100
562
$0 ﹤0.01%
19
563
– –
-200
564
– –
-128
565
– –
-100
566
– –
-593
567
– –
-100
568
– –
-3,000
569
$0 ﹤0.01%
6
570
$0 ﹤0.01%
1
571
$0 ﹤0.01%
2
-191
572
– –
-90
573
– –
0
574
– –
-581
575
$0 ﹤0.01%
+260
20 21 22
23
24