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
$250M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$817K
2
+$692K
3
+$620K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$300K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$282K

Top Sells

1
+$5.5M
2
+$1.8M
3
+$817K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$764K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$557K

Sector Composition

1 Technology 4.42%
2 Financials 2.54%
3 Industrials 2.18%
4 Consumer Discretionary 2.12%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.02%
1,600
+800
227
$48K 0.02%
805
+286
228
$48K 0.02%
258
229
$47K 0.02%
2,705
-1,050
230
$47K 0.02%
317
+195
231
$47K 0.02%
3,815
232
$47K 0.02%
740
+140
233
$46K 0.02%
1,360
234
$46K 0.02%
1,390
-122
235
$46K 0.02%
7,314
-2,572
236
$45K 0.02%
1,031
237
$45K 0.02%
1,761
-1,992
238
$44K 0.02%
233
239
$44K 0.02%
1,248
240
$43K 0.02%
3,431
+1,064
241
$43K 0.02%
1,000
242
$42K 0.02%
887
243
$42K 0.02%
778
244
$41K 0.02%
782
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245
$41K 0.02%
2,773
246
$40K 0.02%
176
247
$40K 0.02%
+890
248
$40K 0.02%
1,145
+134
249
$39K 0.02%
3,914
250
$38K 0.02%
1,119
-320
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