HWA

HHM Wealth Advisors Portfolio holdings

AUM $867M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.33%
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
+$7.52M
2
+$2.62M
3
+$1.98M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$972K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$916K

Top Sells

1
+$6.82M
2
+$1.14M
3
+$433K
4
FHN icon
First Horizon
FHN
+$249K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$194K

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
426
$13K ﹤0.01%
107
427
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+220
428
$13K ﹤0.01%
100
+30
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$13K ﹤0.01%
477
430
$12K ﹤0.01%
+118
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+100
432
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180
433
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436
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$12K ﹤0.01%
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440
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50
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447
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448
$10K ﹤0.01%
227
449
$10K ﹤0.01%
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450
$10K ﹤0.01%
116
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