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
426
$17.3K ﹤0.01%
256
427
$17.2K ﹤0.01%
1,500
-250
428
$17.2K ﹤0.01%
1,995
429
$17.1K ﹤0.01%
625
430
$17.1K ﹤0.01%
1,770
431
$17K ﹤0.01%
254
432
$16.8K ﹤0.01%
248
433
$16.8K ﹤0.01%
523
434
$16.5K ﹤0.01%
88
435
$16.4K ﹤0.01%
+1,650
436
$16.4K ﹤0.01%
125
437
$16.3K ﹤0.01%
328
438
$16.3K ﹤0.01%
388
439
$16.2K ﹤0.01%
293
440
$16.1K ﹤0.01%
155
441
$15.6K ﹤0.01%
161
+1
442
$15.6K ﹤0.01%
540
443
$15.5K ﹤0.01%
418
-47
444
$15.4K ﹤0.01%
+1,160
445
$15.3K ﹤0.01%
620
446
$15.2K ﹤0.01%
500
447
$14.8K ﹤0.01%
283
+200
448
$14.8K ﹤0.01%
204
449
$14.8K ﹤0.01%
192
450
$14.6K ﹤0.01%
1,615