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
$735M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.16M
3
+$2.86M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$1.48M
2
+$998K
3
+$694K
4
RF icon
Regions Financial
RF
+$333K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299K

Sector Composition

1 Technology 6.13%
2 Consumer Discretionary 2.74%
3 Financials 2.63%
4 Industrials 2.25%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.02%
1,801
227
$137K 0.02%
2,588
+2,582
228
$137K 0.02%
1,286
+25
229
$134K 0.02%
1,500
230
$134K 0.02%
647
+7
231
$132K 0.02%
+5,117
232
$129K 0.02%
+63,692
233
$129K 0.02%
861
234
$129K 0.02%
2,918
235
$128K 0.02%
2,074
236
$126K 0.02%
900
237
$126K 0.02%
3,218
238
$125K 0.02%
258
-7
239
$123K 0.02%
531
240
$122K 0.02%
1,027
241
$122K 0.02%
2,405
242
$122K 0.02%
245
+7
243
$121K 0.02%
212
+53
244
$121K 0.02%
547
+1
245
$117K 0.02%
3,461
246
$115K 0.02%
413
+3
247
$115K 0.02%
1,354
248
$114K 0.02%
946
+171
249
$114K 0.02%
3,052
250
$111K 0.02%
1,421
8 9
10
11 12