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
26
$1.09M 0.34%
3,573
+41
27
$1.05M 0.32%
16,898
28
$1.03M 0.32%
5,454
29
$994K 0.31%
9,640
-240
30
$879K 0.27%
42,798
+1,700
31
$842K 0.26%
28,576
32
$814K 0.25%
6,893
33
$812K 0.25%
3,500
+90
34
$806K 0.25%
5,955
-665
35
$804K 0.25%
99,404
+25,653
36
$782K 0.24%
28,970
+1,500
37
$764K 0.24%
12,520
+3
38
$754K 0.23%
10,255
+27
39
$732K 0.23%
1,840
-68
40
$731K 0.23%
4,802
+247
41
$724K 0.22%
2,835
-71
42
$717K 0.22%
77,236
43
$715K 0.22%
26,524
-1,400
44
$677K 0.21%
42,270
+6
45
$675K 0.21%
13,054
+335
46
$668K 0.21%
25,178
-4,208
47
$657K 0.2%
4,000
+121
48
$633K 0.2%
3,430
+2
49
$633K 0.2%
12,481
+10,590
50
$630K 0.19%
16,288
-476
1
2
3 4 5