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
376
$45K 0.01%
2,000
377
$44.8K 0.01%
143
+3
378
$44.7K 0.01%
275
379
$44.4K 0.01%
241
+3
380
$44.4K 0.01%
1,035
381
$44.2K 0.01%
2,700
382
$43.7K 0.01%
304
383
$43.5K 0.01%
629
-125
384
$43.2K 0.01%
387
+12
385
$43.1K 0.01%
1,248
386
$43K 0.01%
254
+6
387
$43K 0.01%
373
+8
388
$42.7K 0.01%
665
389
$42.2K 0.01%
67
390
$42.1K 0.01%
745
-79
391
$41.6K 0.01%
59
+2
392
$40.8K 0.01%
986
393
$40.7K 0.01%
+139
394
$39.8K 0.01%
1,510
+160
395
$38.9K 0.01%
2,119
-2,304
396
$38.7K 0.01%
+212
397
$38.7K 0.01%
849
398
$38.6K 0.01%
4,730
+99
399
$37.7K 0.01%
1,025
400
$37.7K 0.01%
656
14 15
16
17 18