HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
-21.27%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(-1.5%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
20.7%
Top 10 Holdings %
Top 10 Hldgs %
70.27%
Holding
479
New
392
Increased
38
Reduced
34
Closed
2
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$7.83M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$6.17M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.01M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.45M |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$2.04M |
Top Sells
| 1 |
Schwab Fundamental US Broad Market Index ETF
FNDB
|
$1.14M |
| 2 |
CSTR
CapStar Financial Holdings, Inc
CSTR
|
$609K |
| 3 |
Apple
AAPL
|
$517K |
| 4 |
Schwab International Equity ETF
SCHF
|
$434K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$298K |
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Financials | 2.53% |
| 3 | Healthcare | 2% |
| 4 | Industrials | 1.81% |
| 5 | Consumer Discretionary | 1.58% |
