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
301
$45K 0.01%
81
-10
302
$44.8K 0.01%
497
-52
303
$44.6K 0.01%
275
304
$44.5K 0.01%
2,400
305
$44.5K 0.01%
430
-74
306
$44.1K 0.01%
680
-14
307
$43.5K 0.01%
233
308
$43K 0.01%
247
309
$42.9K 0.01%
855
310
$42.9K 0.01%
795
311
$41.8K 0.01%
1,750
312
$41.7K 0.01%
396
313
$41.2K 0.01%
80
314
$41K 0.01%
150
315
$40.1K 0.01%
310
316
$40.1K 0.01%
610
317
$40.1K 0.01%
1,117
-211
318
$40.1K 0.01%
1,248
319
$39.8K 0.01%
+210
320
$39.8K 0.01%
430
321
$39K 0.01%
128
322
$38.8K 0.01%
586
323
$38.7K 0.01%
172
324
$37.1K 0.01%
528
+182
325
$37.1K 0.01%
124
-3
11 12
13
14 15