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
326
$18K 0.01%
1,300
327
$18K 0.01%
581
+6
328
$18K 0.01%
399
-540
329
$18K 0.01%
700
330
$18K 0.01%
226
+125
331
$17K 0.01%
178
332
$17K 0.01%
156
333
$17K 0.01%
141
334
$17K 0.01%
409
335
$17K 0.01%
241
336
$16K 0.01%
540
337
$16K 0.01%
592
338
$16K 0.01%
118
339
$16K 0.01%
+500
340
$16K 0.01%
271
341
$16K 0.01%
283
342
$16K 0.01%
400
343
$16K 0.01%
149
344
$16K 0.01%
350
345
$16K 0.01%
172
-35
346
$16K 0.01%
301
347
$15K 0.01%
100
-200
348
$15K 0.01%
1,400
349
$15K 0.01%
188
350
$15K 0.01%
430
12 13
14
15 16