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
301
$75.1K 0.01%
670
-30
302
$74.7K 0.01%
324
+14
303
$74.4K 0.01%
+2,727
304
$73.8K 0.01%
700
305
$72.3K 0.01%
694
306
$69.5K 0.01%
778
+54
307
$68.1K 0.01%
1,478
-22
308
$67.3K 0.01%
753
+3
309
$67K 0.01%
1,240
-200
310
$66.9K 0.01%
352
-131
311
$66.7K 0.01%
430
312
$66.5K 0.01%
465
313
$66.3K 0.01%
641
-183
314
$65.9K 0.01%
1,466
315
$65.3K 0.01%
1,820
+1
316
$65.2K 0.01%
1,267
+857
317
$65.1K 0.01%
1,045
+16
318
$64.5K 0.01%
310
+7
319
$63.5K 0.01%
1,300
320
$62.9K 0.01%
3,044
321
$61.7K 0.01%
1,200
322
$60.9K 0.01%
165
+69
323
$60.9K 0.01%
+812
324
$60.6K 0.01%
+1,634
325
$59.6K 0.01%
127
+105
11 12
13
14 15