HHM Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$9.41M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$7.39M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.71M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.81M |
| 5 |
State Street SPDR Dow Jones Global Real Estate ETF
RWO
|
+$2.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
+$1.44M |
| 2 |
CSTR
CapStar Financial Holdings, Inc
CSTR
|
+$609K |
| 3 |
Apple
AAPL
|
+$598K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$517K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$303K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.36% |
| 2 | Financials | 2.53% |
| 3 | Healthcare | 2% |
| 4 | Industrials | 1.81% |
| 5 | Consumer Discretionary | 1.58% |
Similar funds
HHM Wealth Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, HHM Wealth Advisors held 479 positions worth $205M, down 1.5% from $208M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
HHM Wealth Advisors deployed $51.7M of net new capital in Q1 2020, opening 392 new positions and adding to 38 existing holdings. Its largest new stake was AT&T: 13,849 shares worth $305K.
By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Schwab Fundamental US Broad Market Index ETF, an estimated $1.44M trimmed.
- HHM Wealth Advisors's largest Q1 2020 buy was AT&T: 13,849 shares worth $305K.
- HHM Wealth Advisors added most to Schwab US Broad Market ETF in Q1 2020, an estimated $9.41M increase.
- HHM Wealth Advisors's biggest Q1 2020 reduction was Schwab Fundamental US Broad Market Index ETF, cutting an estimated $1.44M.
- HHM Wealth Advisors fully exited CapStar Financial Holdings, Inc in Q1 2020, selling an estimated $609K.
- HHM Wealth Advisors's ten largest holdings make up 70% of its $205M portfolio in Q1 2020.
- HHM Wealth Advisors opened 392 new positions and closed 2 in Q1 2020.
- HHM Wealth Advisors's portfolio value fell 1.5% quarter-over-quarter to $205M.
Based on HHM Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.