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
201
$90K 0.03%
983
+587
202
$90K 0.03%
2,819
+590
203
$88K 0.03%
412
204
$88K 0.03%
1,235
205
$87K 0.03%
571
+181
206
$87K 0.03%
984
207
$86K 0.03%
2,679
+600
208
$85K 0.03%
14,000
209
$85K 0.03%
1,120
210
$85K 0.03%
1,307
+23
211
$84K 0.03%
2,480
212
$84K 0.03%
760
213
$84K 0.03%
3,800
214
$83K 0.03%
2,900
215
$82K 0.03%
2,600
216
$79K 0.02%
34
217
$79K 0.02%
536
+230
218
$76K 0.02%
5,169
219
$76K 0.02%
2,965
220
$76K 0.02%
2,975
221
$73K 0.02%
1,893
222
$73K 0.02%
1,475
223
$73K 0.02%
207
224
$73K 0.02%
800
225
$72K 0.02%
910
7 8
9
10 11