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
426
$32.8K ﹤0.01%
880
+350
427
$32.7K ﹤0.01%
1,130
428
$32.6K ﹤0.01%
224
+164
429
$32.3K ﹤0.01%
404
430
$32.3K ﹤0.01%
290
+90
431
$31.2K ﹤0.01%
400
432
$31.1K ﹤0.01%
444
433
$30.3K ﹤0.01%
848
+325
434
$30.1K ﹤0.01%
1,500
435
$29.9K ﹤0.01%
416
+16
436
$29.7K ﹤0.01%
225
+150
437
$29.7K ﹤0.01%
545
438
$29.6K ﹤0.01%
450
439
$29.5K ﹤0.01%
483
+14
440
$29.5K ﹤0.01%
290
441
$29.2K ﹤0.01%
+342
442
$29.2K ﹤0.01%
3,914
443
$29K ﹤0.01%
913
444
$28.9K ﹤0.01%
221
+75
445
$28.7K ﹤0.01%
1,000
446
$28.5K ﹤0.01%
497
447
$28K ﹤0.01%
625
+480
448
$27.6K ﹤0.01%
123
449
$27.1K ﹤0.01%
1,384
-100
450
$27.1K ﹤0.01%
500
+29
16 17
18
19 20