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
126
$126K 0.05%
4,901
-4,602
127
$126K 0.05%
2,000
128
$125K 0.05%
1,316
129
$121K 0.05%
551
130
$120K 0.05%
1,885
+459
131
$120K 0.05%
2,086
+278
132
$118K 0.05%
500
133
$117K 0.05%
2,028
134
$114K 0.05%
1,143
-98
135
$114K 0.05%
1,913
136
$113K 0.05%
225
137
$112K 0.04%
980
138
$112K 0.04%
1,492
139
$107K 0.04%
25,250
140
$105K 0.04%
3,195
141
$105K 0.04%
273
-4
142
$104K 0.04%
3,000
143
$104K 0.04%
333
+3
144
$104K 0.04%
7,185
145
$102K 0.04%
1,446
+44
146
$100K 0.04%
178
-6
147
$100K 0.04%
1,147
148
$99K 0.04%
5,400
149
$99K 0.04%
843
150
$98K 0.04%
14,776
-70
4 5
6
7 8