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
326
$37.1K 0.01%
248
327
$37.1K 0.01%
585
328
$36.8K 0.01%
11,750
329
$36.5K 0.01%
290
330
$36.1K 0.01%
3,460
-100
331
$35.7K 0.01%
3,500
332
$35.7K 0.01%
320
333
$35.5K 0.01%
210
334
$35.3K 0.01%
350
335
$35.3K 0.01%
69
-11
336
$35K 0.01%
1,500
337
$34.9K 0.01%
670
338
$34.2K 0.01%
400
339
$34.1K 0.01%
1,111
340
$34K 0.01%
253
-135
341
$33.8K 0.01%
+140
342
$33.2K 0.01%
647
+54
343
$32.7K 0.01%
3,914
344
$32.6K 0.01%
500
345
$32.2K 0.01%
226
346
$32.2K 0.01%
5,372
347
$31.9K 0.01%
1,130
348
$31.7K 0.01%
610
+518
349
$31.6K 0.01%
+450
350
$31.2K 0.01%
189
+71
12 13
14
15 16