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
401
$20.7K ﹤0.01%
2,046
402
$20.6K ﹤0.01%
880
-245
403
$20.5K ﹤0.01%
125
-210
404
$20.5K ﹤0.01%
83
405
$20.5K ﹤0.01%
642
406
$20.4K ﹤0.01%
2,060
407
$20K ﹤0.01%
129
408
$19.9K ﹤0.01%
200
409
$19.4K ﹤0.01%
1,025
410
$19.3K ﹤0.01%
400
411
$19.2K ﹤0.01%
858
-127
412
$19.1K ﹤0.01%
475
413
$19K ﹤0.01%
200
414
$19K ﹤0.01%
300
-37
415
$18.9K ﹤0.01%
42
416
$18.8K ﹤0.01%
455
417
$18.6K ﹤0.01%
+220
418
$18.5K ﹤0.01%
+61
419
$18.5K ﹤0.01%
224
420
$18.3K ﹤0.01%
476
421
$18.2K ﹤0.01%
975
422
$17.7K ﹤0.01%
43
423
$17.6K ﹤0.01%
2,000
424
$17.6K ﹤0.01%
20
425
$17.3K ﹤0.01%
210
15 16
17
18 19