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
51
$621K 0.19%
4,300
52
$609K 0.19%
11,710
+670
53
$604K 0.19%
9,231
+838
54
$591K 0.18%
2,679
+316
55
$589K 0.18%
10,805
56
$579K 0.18%
1,590
+1,271
57
$565K 0.17%
3,621
+50
58
$518K 0.16%
5,129
-255
59
$488K 0.15%
8,460
+835
60
$466K 0.14%
7,285
-941
61
$450K 0.14%
20,679
-231
62
$439K 0.14%
8,321
63
$437K 0.14%
1,757
64
$433K 0.13%
20,004
65
$400K 0.12%
3,007
66
$393K 0.12%
1,052
-80
67
$392K 0.12%
6,010
-500
68
$391K 0.12%
17,119
+141
69
$378K 0.12%
3,611
-504
70
$361K 0.11%
7,481
+120
71
$361K 0.11%
1,746
+497
72
$357K 0.11%
1,888
+135
73
$356K 0.11%
6,109
+164
74
$346K 0.11%
6,200
+370
75
$344K 0.11%
3,176
+344
1 2
3
4 5