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
51
$408K 0.16%
7,625
52
$404K 0.16%
16,764
+800
53
$394K 0.16%
10,805
-62
54
$389K 0.16%
7,516
+2,137
55
$384K 0.15%
22,065
-237
56
$366K 0.15%
2,947
+736
57
$356K 0.14%
16,696
-2,250
58
$354K 0.14%
2,819
-9
59
$349K 0.14%
1,374
+535
60
$347K 0.14%
16,118
+2,269
61
$325K 0.13%
28,576
62
$322K 0.13%
14,788
-2,250
63
$303K 0.12%
1,205
+231
64
$302K 0.12%
5,072
+12
65
$299K 0.12%
1,400
66
$281K 0.11%
3,896
-92
67
$280K 0.11%
2,698
+44
68
$276K 0.11%
8,882
69
$268K 0.11%
28,386
+16,216
70
$265K 0.11%
7,155
+65
71
$262K 0.1%
2,366
-119
72
$261K 0.1%
1,280
-400
73
$259K 0.1%
1,752
+7
74
$257K 0.1%
6,655
75
$248K 0.1%
2,832
1 2
3
4 5