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
151
$146K 0.05%
300
152
$145K 0.04%
3,815
153
$143K 0.04%
1,316
154
$142K 0.04%
2,805
155
$141K 0.04%
3,670
156
$140K 0.04%
380
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157
$131K 0.04%
373
158
$131K 0.04%
3,261
159
$129K 0.04%
5,400
160
$127K 0.04%
1,670
161
$126K 0.04%
1,518
162
$126K 0.04%
4,511
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163
$122K 0.04%
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164
$121K 0.04%
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165
$119K 0.04%
263
166
$115K 0.04%
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167
$115K 0.04%
900
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168
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500
169
$114K 0.04%
2,367
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170
$114K 0.04%
572
171
$114K 0.04%
632
172
$113K 0.04%
1,741
173
$112K 0.03%
4,170
174
$109K 0.03%
904
175
$109K 0.03%
5,291
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7
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