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
451
$14.6K ﹤0.01%
184
452
$14.5K ﹤0.01%
140
453
$14.5K ﹤0.01%
1,015
454
$14.4K ﹤0.01%
301
455
$14.3K ﹤0.01%
105
456
$14.2K ﹤0.01%
+360
457
$14.1K ﹤0.01%
296
-164
458
$14.1K ﹤0.01%
+270
459
$14K ﹤0.01%
228
-40
460
$14K ﹤0.01%
2
461
$13.8K ﹤0.01%
44
462
$13.7K ﹤0.01%
+250
463
$13.6K ﹤0.01%
150
464
$13.6K ﹤0.01%
223
465
$13.5K ﹤0.01%
+160
466
$13.5K ﹤0.01%
589
467
$13.5K ﹤0.01%
601
468
$13.3K ﹤0.01%
83
469
$13.3K ﹤0.01%
178
470
$13.2K ﹤0.01%
39
471
$13.1K ﹤0.01%
263
472
$13.1K ﹤0.01%
24
473
$13.1K ﹤0.01%
2,500
474
$13K ﹤0.01%
50
475
$13K ﹤0.01%
28