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
326
$59.4K 0.01%
1,598
+98
327
$59.1K 0.01%
990
+201
328
$59.1K 0.01%
827
329
$58.6K 0.01%
1,306
-294
330
$58.1K 0.01%
1,750
+750
331
$57.9K 0.01%
650
+11
332
$56.7K 0.01%
233
333
$56.6K 0.01%
3,704
334
$56.3K 0.01%
750
335
$56.1K 0.01%
686
+367
336
$55.3K 0.01%
1,047
337
$55.3K 0.01%
700
+29
338
$55.2K 0.01%
800
339
$54.8K 0.01%
1,462
340
$53.5K 0.01%
696
+26
341
$52.5K 0.01%
163
-100
342
$51.9K 0.01%
855
343
$51.9K 0.01%
890
344
$51.5K 0.01%
3,446
+68
345
$51.1K 0.01%
1,014
346
$50.9K 0.01%
396
347
$50.6K 0.01%
497
-55
348
$50.6K 0.01%
785
349
$50.5K 0.01%
1,690
350
$50.4K 0.01%
2,440
12 13
14
15 16