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
276
$89.8K 0.01%
+3,750
277
$89.6K 0.01%
+3,600
278
$88.2K 0.01%
169
+15
279
$88.1K 0.01%
765
280
$86.8K 0.01%
882
-43
281
$86K 0.01%
84
+4
282
$85.7K 0.01%
1,803
+1,303
283
$85.6K 0.01%
1,606
+289
284
$83.2K 0.01%
2,300
285
$83.1K 0.01%
258
286
$82.9K 0.01%
1,061
+20
287
$82.4K 0.01%
851
-730
288
$81.6K 0.01%
825
289
$80.6K 0.01%
586
290
$79.7K 0.01%
1,435
291
$79K 0.01%
191
292
$78.3K 0.01%
2,600
293
$77.4K 0.01%
1,170
294
$76.9K 0.01%
2,808
+28
295
$76.3K 0.01%
265
296
$76.3K 0.01%
3,460
297
$76.2K 0.01%
1,163
+325
298
$76.1K 0.01%
429
+344
299
$75.9K 0.01%
240
+5
300
$75.3K 0.01%
1,559
10 11
12
13 14