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
376
$26.5K ﹤0.01%
740
377
$26.5K ﹤0.01%
667
-47
378
$26K ﹤0.01%
+300
379
$25.9K ﹤0.01%
401
380
$25.6K ﹤0.01%
150
381
$25.2K ﹤0.01%
450
-29
382
$24.7K ﹤0.01%
+180
383
$24.7K ﹤0.01%
+450
384
$24.6K ﹤0.01%
194
+150
385
$24.4K ﹤0.01%
200
386
$24.3K ﹤0.01%
270
-18
387
$24.3K ﹤0.01%
481
+56
388
$23.8K ﹤0.01%
1,498
389
$23.7K ﹤0.01%
292
+180
390
$23.5K ﹤0.01%
767
391
$23.5K ﹤0.01%
886
392
$22.6K ﹤0.01%
540
393
$22.6K ﹤0.01%
89
394
$22.1K ﹤0.01%
115
395
$21.9K ﹤0.01%
530
396
$21.7K ﹤0.01%
46
397
$21.6K ﹤0.01%
960
398
$21.5K ﹤0.01%
131
399
$21.3K ﹤0.01%
788
-24
400
$21K ﹤0.01%
561
14 15
16
17 18