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
76
$341K 0.11%
25,250
77
$340K 0.11%
6,655
78
$337K 0.1%
2,852
+36
79
$331K 0.1%
3,200
80
$328K 0.1%
881
+7
81
$328K 0.1%
6,684
+1,622
82
$327K 0.1%
1,752
83
$322K 0.1%
14,788
84
$317K 0.1%
608
-32
85
$312K 0.1%
1,365
+260
86
$309K 0.1%
1,400
87
$309K 0.1%
14,641
-1,000
88
$300K 0.09%
5,165
+140
89
$299K 0.09%
7,975
+910
90
$288K 0.09%
2,648
+62
91
$287K 0.09%
2,026
+120
92
$285K 0.09%
1,117
93
$271K 0.08%
2,633
94
$270K 0.08%
4,999
+266
95
$261K 0.08%
6,610
96
$254K 0.08%
1,143
-57
97
$251K 0.08%
1,158
+15
98
$250K 0.08%
1,771
+130
99
$241K 0.07%
2,012
100
$238K 0.07%
2,700
2 3
4
5 6