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
176
$108K 0.03%
805
177
$108K 0.03%
1,365
178
$107K 0.03%
7,672
179
$105K 0.03%
1,384
+488
180
$104K 0.03%
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181
$103K 0.03%
261
182
$102K 0.03%
4,650
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183
$101K 0.03%
3,325
+125
184
$101K 0.03%
5,561
+2,078
185
$101K 0.03%
6,500
186
$100K 0.03%
1,800
187
$99K 0.03%
1,600
188
$98K 0.03%
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189
$98K 0.03%
653
190
$97K 0.03%
418
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191
$97K 0.03%
1,774
+1,491
192
$96K 0.03%
2,377
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193
$96K 0.03%
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194
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506
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195
$95K 0.03%
874
196
$92K 0.03%
455
197
$92K 0.03%
5,300
198
$92K 0.03%
5,450
199
$91K 0.03%
+1,014
200
$91K 0.03%
700
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8
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