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
251
$67.7K 0.01%
258
252
$67.6K 0.01%
593
253
$66.8K 0.01%
265
254
$66.3K 0.01%
125
-32
255
$66.2K 0.01%
800
256
$65.5K 0.01%
1,263
257
$65.3K 0.01%
465
+210
258
$65K 0.01%
500
259
$65K 0.01%
478
-6
260
$64.1K 0.01%
1,170
261
$63.8K 0.01%
1,000
-109
262
$63.4K 0.01%
2,780
263
$63.4K 0.01%
430
-15
264
$63.3K 0.01%
1,518
265
$61.8K 0.01%
1,466
266
$61.6K 0.01%
535
+140
267
$60.9K 0.01%
75
+45
268
$58.6K 0.01%
500
269
$55.2K 0.01%
750
270
$54.7K 0.01%
+430
271
$53.8K 0.01%
1,430
272
$52.9K 0.01%
1,500
273
$52.3K 0.01%
1,029
-1
274
$52.1K 0.01%
570
275
$51.6K 0.01%
1,195
9 10
11
12 13