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
276
$51K 0.02%
233
277
$50K 0.02%
289
278
$49K 0.02%
176
279
$49K 0.02%
1,360
280
$48K 0.01%
2,576
281
$48K 0.01%
616
282
$47K 0.01%
+700
283
$46K 0.01%
+250
284
$46K 0.01%
744
+71
285
$46K 0.01%
140
-50
286
$46K 0.01%
1,005
+135
287
$46K 0.01%
324
288
$46K 0.01%
200
289
$46K 0.01%
600
290
$45K 0.01%
317
291
$45K 0.01%
91
292
$45K 0.01%
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293
$45K 0.01%
746
294
$44K 0.01%
1,550
295
$44K 0.01%
2,000
296
$44K 0.01%
+1,200
297
$43K 0.01%
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298
$43K 0.01%
433
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299
$42K 0.01%
2,773
300
$41K 0.01%
1,300
10 11
12
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