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
76
$239K 0.1%
987
-12
77
$236K 0.09%
1,653
+812
78
$235K 0.09%
3,200
+400
79
$234K 0.09%
1,691
+55
80
$226K 0.09%
5,945
81
$223K 0.09%
77,236
82
$221K 0.09%
708
-7
83
$219K 0.09%
2,012
84
$218K 0.09%
645
85
$215K 0.09%
2,753
-58
86
$214K 0.09%
6,587
-88
87
$213K 0.09%
1,249
+149
88
$213K 0.09%
10,050
-430
89
$212K 0.08%
7,087
-9,155
90
$212K 0.08%
6,180
+117
91
$206K 0.08%
4,461
-1,780
92
$204K 0.08%
810
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93
$200K 0.08%
6,525
-85
94
$188K 0.08%
1,065
95
$184K 0.07%
1,458
96
$184K 0.07%
1,290
+1,125
97
$181K 0.07%
1,085
98
$179K 0.07%
3,843
-30
99
$174K 0.07%
750
100
$171K 0.07%
387
-24
2 3
4
5 6