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
251
$37K 0.01%
700
252
$37K 0.01%
616
253
$37K 0.01%
757
254
$37K 0.01%
289
255
$36K 0.01%
2,576
256
$36K 0.01%
91
257
$36K 0.01%
324
258
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259
$36K 0.01%
556
260
$35K 0.01%
600
261
$35K 0.01%
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262
$35K 0.01%
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263
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500
264
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265
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266
$34K 0.01%
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267
$34K 0.01%
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268
$34K 0.01%
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269
$33K 0.01%
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270
$32K 0.01%
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272
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290
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273
$31K 0.01%
495
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274
$31K 0.01%
3,460
275
$30K 0.01%
992
+328
9 10
11
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