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
$323M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.65M
3
+$2.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$995K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$924K

Top Sells

1
+$7.05M
2
+$1.17M
3
+$486K
4
FHN icon
First Horizon
FHN
+$265K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$199K

Sector Composition

1 Technology 4.44%
2 Financials 2.74%
3 Industrials 2.55%
4 Consumer Discretionary 2.1%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.02%
1,570
-600
227
$72K 0.02%
1,127
-108
228
$72K 0.02%
3,914
229
$72K 0.02%
7,314
230
$71K 0.02%
990
231
$70K 0.02%
148
232
$70K 0.02%
1,094
+308
233
$69K 0.02%
760
234
$69K 0.02%
117
235
$68K 0.02%
1,186
236
$68K 0.02%
3,500
237
$68K 0.02%
2,859
238
$67K 0.02%
1,395
+310
239
$67K 0.02%
773
240
$67K 0.02%
271
241
$66K 0.02%
500
242
$66K 0.02%
1,182
243
$65K 0.02%
1,031
244
$65K 0.02%
+280
245
$64K 0.02%
1,282
246
$64K 0.02%
900
247
$63K 0.02%
400
248
$62K 0.02%
274
249
$61K 0.02%
5,900
250
$61K 0.02%
2,000
8 9
10
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