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
26
$916K 0.37%
16,898
-111
27
$846K 0.34%
23,780
28
$810K 0.32%
10,228
+948
29
$787K 0.31%
32,373
-4,060
30
$782K 0.31%
27,874
+3,440
31
$762K 0.3%
43,098
+580
32
$715K 0.29%
9,760
+20
33
$656K 0.26%
1,951
+161
34
$645K 0.26%
5,176
35
$637K 0.25%
6,893
36
$619K 0.25%
2,906
+320
37
$601K 0.24%
11,644
+4
38
$592K 0.24%
44,052
-2,772
39
$579K 0.23%
27,470
+13,400
40
$551K 0.22%
3,699
+802
41
$524K 0.21%
13,312
+1,065
42
$499K 0.2%
4,300
43
$492K 0.2%
3,300
+86
44
$488K 0.2%
3,688
45
$441K 0.18%
2,238
46
$437K 0.17%
20,004
-2,250
47
$436K 0.17%
5,384
48
$434K 0.17%
8,796
+276
49
$428K 0.17%
73,751
50
$418K 0.17%
4,345
+52
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