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
301
$41K 0.01%
700
302
$41K 0.01%
2,076
303
$41K 0.01%
1,400
304
$41K 0.01%
1,300
305
$41K 0.01%
+1,063
306
$41K 0.01%
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307
$41K 0.01%
1,300
308
$41K 0.01%
4,035
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309
$40K 0.01%
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310
$40K 0.01%
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311
$39K 0.01%
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312
$39K 0.01%
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313
$39K 0.01%
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314
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790
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315
$38K 0.01%
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316
$38K 0.01%
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317
$37K 0.01%
181
318
$36K 0.01%
375
319
$35K 0.01%
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400
323
$34K 0.01%
290
324
$34K 0.01%
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325
$34K 0.01%
170
11 12
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