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
251
$61K 0.02%
550
252
$61K 0.02%
1,046
253
$61K 0.02%
1,421
-15
254
$60K 0.02%
2,463
+200
255
$59K 0.02%
391
+25
256
$59K 0.02%
+243
257
$59K 0.02%
3,700
258
$58K 0.02%
258
259
$58K 0.02%
871
260
$55K 0.02%
110
261
$53K 0.02%
680
262
$53K 0.02%
5,000
263
$53K 0.02%
1,400
-200
264
$53K 0.02%
2,452
265
$52K 0.02%
639
266
$52K 0.02%
807
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267
$52K 0.02%
1,248
268
$51K 0.02%
655
269
$51K 0.02%
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270
$51K 0.02%
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271
$51K 0.02%
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272
$51K 0.02%
369
273
$51K 0.02%
1,970
274
$51K 0.02%
200
275
$51K 0.02%
1,965
9 10
11
12 13