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
451
$26.8K ﹤0.01%
97
452
$26.7K ﹤0.01%
790
453
$26.5K ﹤0.01%
1,007
454
$26.4K ﹤0.01%
226
455
$26.4K ﹤0.01%
200
-393
456
$26.2K ﹤0.01%
305
+5
457
$26.2K ﹤0.01%
284
+154
458
$26.2K ﹤0.01%
544
+4
459
$25.9K ﹤0.01%
718
460
$25.8K ﹤0.01%
688
+2
461
$25.5K ﹤0.01%
277
+28
462
$25.5K ﹤0.01%
511
463
$25.4K ﹤0.01%
1,535
+32
464
$24.8K ﹤0.01%
+900
465
$24.6K ﹤0.01%
150
-25
466
$24.6K ﹤0.01%
497
+160
467
$24.5K ﹤0.01%
269
+30
468
$24.4K ﹤0.01%
1,400
-775
469
$24.4K ﹤0.01%
+20
470
$24.1K ﹤0.01%
476
471
$24.1K ﹤0.01%
135
+10
472
$24K ﹤0.01%
124
+99
473
$23.9K ﹤0.01%
245
+145
474
$23.9K ﹤0.01%
233
+13
475
$23.3K ﹤0.01%
22
+7
17 18
19
20 21