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
$574M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.89M
3
+$1.63M
4
CINF icon
Cincinnati Financial
CINF
+$1.57M
5
WM icon
Waste Management
WM
+$980K

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.51M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$589K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$494K

Sector Composition

1 Technology 3.99%
2 Consumer Discretionary 2.16%
3 Financials 2%
4 Industrials 1.63%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80.7K 0.01%
1,047
227
$80.7K 0.01%
628
+5
228
$78.8K 0.01%
1,373
+355
229
$78.6K 0.01%
825
230
$77.9K 0.01%
202
231
$76.9K 0.01%
577
232
$76.4K 0.01%
255
233
$75.7K 0.01%
1,656
+7
234
$74K 0.01%
515
235
$73.8K 0.01%
700
-95
236
$73.4K 0.01%
720
237
$72.7K 0.01%
775
-96
238
$72.5K 0.01%
910
239
$72.3K 0.01%
3,140
240
$71.4K 0.01%
5,195
-190
241
$70.9K 0.01%
1,550
242
$70.8K 0.01%
318
243
$69.7K 0.01%
1,483
244
$69.7K 0.01%
303
245
$69.6K 0.01%
542
246
$69.2K 0.01%
785
247
$69.1K 0.01%
741
-26
248
$68.8K 0.01%
196
+100
249
$68.1K 0.01%
3,580
250
$67.8K 0.01%
300
+140
8 9
10
11 12