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
201
$61K 0.02%
5,291
202
$60K 0.02%
1,284
203
$60K 0.02%
1,848
+12
204
$60K 0.02%
1,046
-3
205
$60K 0.02%
2,229
-98
206
$59K 0.02%
750
207
$59K 0.02%
982
208
$58K 0.02%
964
+179
209
$57K 0.02%
800
210
$55K 0.02%
116
+12
211
$55K 0.02%
3,700
212
$54K 0.02%
2,079
213
$54K 0.02%
1,054
214
$53K 0.02%
5,169
215
$53K 0.02%
470
216
$53K 0.02%
110
217
$53K 0.02%
2,699
-475
218
$52K 0.02%
5,900
219
$52K 0.02%
442
220
$52K 0.02%
5,000
221
$51K 0.02%
639
222
$51K 0.02%
1,965
223
$50K 0.02%
900
224
$50K 0.02%
1,970
225
$49K 0.02%
335
7 8
9
10 11