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
101
$236K 0.07%
987
102
$236K 0.07%
1,065
103
$236K 0.07%
1,040
-205
104
$230K 0.07%
645
-11
105
$222K 0.07%
4,443
106
$214K 0.07%
12,670
-15,716
107
$211K 0.07%
2,811
+100
108
$209K 0.06%
860
-296
109
$207K 0.06%
3,905
+1,010
110
$204K 0.06%
7,580
-1,500
111
$204K 0.06%
600
112
$199K 0.06%
437
+50
113
$198K 0.06%
698
114
$196K 0.06%
8,665
115
$193K 0.06%
15,766
+1,390
116
$191K 0.06%
2,050
-210
117
$185K 0.06%
4,520
118
$185K 0.06%
750
119
$185K 0.06%
4,083
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120
$184K 0.06%
5,000
121
$184K 0.06%
1,680
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122
$183K 0.06%
1,458
123
$182K 0.06%
948
124
$182K 0.06%
+8,000
125
$179K 0.06%
2,553
3 4
5
6 7