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
126
$177K 0.05%
3,398
+716
127
$175K 0.05%
2,569
128
$172K 0.05%
810
129
$172K 0.05%
3,060
130
$169K 0.05%
980
131
$167K 0.05%
1,660
132
$167K 0.05%
4,705
133
$165K 0.05%
1,713
134
$164K 0.05%
2,117
+31
135
$161K 0.05%
213
+35
136
$161K 0.05%
1,836
+344
137
$161K 0.05%
867
138
$160K 0.05%
2,541
139
$160K 0.05%
2,000
140
$155K 0.05%
525
141
$155K 0.05%
11,640
142
$154K 0.05%
472
143
$154K 0.05%
906
144
$153K 0.05%
1,411
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145
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146
$153K 0.05%
1,153
+570
147
$151K 0.05%
5,245
-1,940
148
$148K 0.05%
4,093
149
$147K 0.05%
4,690
150
$146K 0.05%
651
+100
4 5
6
7 8