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
351
$31K 0.01%
+790
352
$30.9K 0.01%
890
353
$30.6K 0.01%
319
+1
354
$30.5K 0.01%
3,068
-1,830
355
$30.4K 0.01%
751
356
$30.1K 0.01%
1,210
357
$30K 0.01%
1,280
358
$29.3K 0.01%
2,600
359
$29K 0.01%
+400
360
$28.9K 0.01%
1,033
361
$28.8K 0.01%
246
362
$28.8K 0.01%
2,000
363
$28.6K 0.01%
665
364
$28.4K ﹤0.01%
1,215
365
$28.3K ﹤0.01%
800
-750
366
$28.2K ﹤0.01%
413
+44
367
$27.8K ﹤0.01%
444
368
$27.8K ﹤0.01%
450
369
$27.8K ﹤0.01%
114
370
$27.6K ﹤0.01%
115
371
$27.5K ﹤0.01%
2,076
372
$27K ﹤0.01%
923
-344
373
$26.8K ﹤0.01%
1,432
374
$26.7K ﹤0.01%
219
375
$26.6K ﹤0.01%
85
13 14
15
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