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
526
$3K ﹤0.01%
64
527
$3K ﹤0.01%
+39
528
$3K ﹤0.01%
285
529
$3K ﹤0.01%
8
-16
530
$3K ﹤0.01%
+14
531
$3K ﹤0.01%
+1,950
532
$2K ﹤0.01%
34
533
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10
534
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+6
535
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536
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3
537
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538
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539
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35
540
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550
541
$2K ﹤0.01%
+35
542
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+10
543
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+200
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40
545
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546
$2K ﹤0.01%
36
547
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+200
548
$2K ﹤0.01%
40
549
$2K ﹤0.01%
115
550
$2K ﹤0.01%
+650
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