HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+8.45%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$323M
AUM Growth
+$32.1M
(+11%)
Cap. Flow
+$9.85M
Cap. Flow
% of AUM
3.05%
Top 10 Holdings %
Top 10 Hldgs %
67.79%
Holding
629
New
70
Increased
105
Reduced
48
Closed
19
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$7.86M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.65M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.11M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$995K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$924K |
Top Sells
| 1 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$7.05M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.17M |
| 3 |
Pinnacle Financial Partners
PNFP
|
+$486K |
| 4 |
First Horizon
FHN
|
+$265K |
| 5 |
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% |
