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
276
$51.2K 0.01%
2,450
277
$51.1K 0.01%
1,014
-796
278
$51.1K 0.01%
491
279
$51K 0.01%
890
280
$50.8K 0.01%
927
281
$50.7K 0.01%
235
282
$50.7K 0.01%
1,280
283
$50.7K 0.01%
+2,625
284
$50.3K 0.01%
1,690
-504
285
$50K 0.01%
750
286
$50K 0.01%
785
287
$49.9K 0.01%
2,440
288
$49.8K 0.01%
322
+180
289
$48.3K 0.01%
+827
290
$48K 0.01%
1,035
+359
291
$46.9K 0.01%
814
+510
292
$46.7K 0.01%
58
293
$46.2K 0.01%
639
294
$45.7K 0.01%
+330
295
$45.6K 0.01%
375
296
$45.6K 0.01%
590
297
$45.5K 0.01%
600
298
$45.4K 0.01%
+552
299
$45.3K 0.01%
700
300
$45.2K 0.01%
389
10 11
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