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
26
$2.01M 0.35%
5,804
+74
27
$1.92M 0.33%
92,645
+2,944
28
$1.79M 0.31%
17,894
+8,272
29
$1.79M 0.31%
17,331
+15,140
30
$1.72M 0.3%
39,315
-11,304
31
$1.71M 0.3%
2,930
-4
32
$1.65M 0.29%
41,189
+3,468
33
$1.54M 0.27%
28,416
-375
34
$1.46M 0.25%
18,836
-2,824
35
$1.41M 0.25%
2,957
-19
36
$1.34M 0.23%
4,953
-540
37
$1.3M 0.23%
39,820
38
$1.29M 0.22%
20,955
39
$1.28M 0.22%
9,106
-200
40
$1.27M 0.22%
3,110
+281
41
$1.21M 0.21%
2,764
-12
42
$1.21M 0.21%
17,197
+200
43
$1.13M 0.2%
12,904
44
$1.11M 0.19%
7,944
-200
45
$1.1M 0.19%
47,392
+2,058
46
$1.1M 0.19%
6,482
+223
47
$1.09M 0.19%
4,608
-88
48
$1.09M 0.19%
7,416
+67
49
$1.06M 0.18%
6,696
-740
50
$1.05M 0.18%
3,538
-15
1
2
3 4 5