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
401
$37.5K 0.01%
495
+66
402
$37.2K 0.01%
927
403
$37.1K 0.01%
59
+9
404
$37K 0.01%
500
-3,240
405
$36.9K 0.01%
125
+11
406
$36.8K 0.01%
2,107
-293
407
$36.2K ﹤0.01%
316
+216
408
$35.9K ﹤0.01%
1,653
409
$35.8K ﹤0.01%
656
+400
410
$35.7K ﹤0.01%
190
+10
411
$35.6K ﹤0.01%
263
412
$35.3K ﹤0.01%
740
413
$35.1K ﹤0.01%
76
+7
414
$34.9K ﹤0.01%
560
415
$34.8K ﹤0.01%
234
416
$34.6K ﹤0.01%
1,500
417
$34.1K ﹤0.01%
1,000
418
$34K ﹤0.01%
263
-153
419
$33.9K ﹤0.01%
1,104
420
$33.7K ﹤0.01%
103
+3
421
$33.7K ﹤0.01%
2,076
422
$33.3K ﹤0.01%
581
+31
423
$33.3K ﹤0.01%
1,215
424
$32.9K ﹤0.01%
435
425
$32.9K ﹤0.01%
97
+7
15 16
17
18 19