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
251
$111K 0.02%
288
+3
252
$110K 0.02%
+3,505
253
$110K 0.02%
948
+163
254
$109K 0.01%
2,575
+625
255
$109K 0.01%
948
256
$109K 0.01%
1,922
257
$109K 0.01%
6,000
258
$109K 0.01%
1,010
259
$108K 0.01%
1,615
+615
260
$108K 0.01%
1,252
+802
261
$104K 0.01%
+2,750
262
$103K 0.01%
1,136
+226
263
$103K 0.01%
2,828
264
$98.9K 0.01%
787
+46
265
$98.6K 0.01%
1,251
+1
266
$97.2K 0.01%
1,669
+5
267
$97K 0.01%
818
+189
268
$96.5K 0.01%
1,600
+50
269
$95.8K 0.01%
266
+11
270
$92.9K 0.01%
860
271
$92.7K 0.01%
3,700
272
$92.1K 0.01%
820
273
$90.9K 0.01%
3,775
274
$90.8K 0.01%
3,580
275
$90.2K 0.01%
716
+16
9 10
11
12 13