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
351
$50.1K 0.01%
713
352
$49.9K 0.01%
+849
353
$49.8K 0.01%
630
+45
354
$49.7K 0.01%
202
355
$49.5K 0.01%
179
-148
356
$49K 0.01%
400
357
$49K 0.01%
1,280
358
$48.9K 0.01%
4,939
-1,090
359
$48.8K 0.01%
481
-80
360
$48.7K 0.01%
+207
361
$48.6K 0.01%
1,200
-50
362
$48.1K 0.01%
252
-65
363
$47.6K 0.01%
430
364
$47.4K 0.01%
254
+129
365
$47.4K 0.01%
620
+321
366
$47K 0.01%
123
367
$46.6K 0.01%
394
+144
368
$46.4K 0.01%
262
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369
$46.3K 0.01%
1,195
370
$46.1K 0.01%
249
371
$46.1K 0.01%
3,997
+43
372
$45.7K 0.01%
700
373
$45.6K 0.01%
400
374
$45.2K 0.01%
465
+10
375
$45.2K 0.01%
529
+359
13 14
15
16 17