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
26
$2.47M 0.34%
10,303
+3,664
27
$2.45M 0.33%
4,161
+2,150
28
$2.43M 0.33%
12,840
+4,763
29
$2.4M 0.33%
23,896
-578
30
$2.31M 0.31%
99,273
-2,103
31
$2.29M 0.31%
9,741
+87
32
$2.21M 0.3%
79,159
-510
33
$2.17M 0.3%
5,981
+81
34
$2.14M 0.29%
23,086
-2,465
35
$2.11M 0.29%
5,220
+952
36
$2.01M 0.27%
10,557
+1,168
37
$2M 0.27%
11,912
+1,410
38
$1.96M 0.27%
2,536
+65
39
$1.91M 0.26%
90,768
+3,091
40
$1.87M 0.25%
5,907
+3,648
41
$1.84M 0.25%
22,310
+249
42
$1.79M 0.24%
76,160
-14,169
43
$1.77M 0.24%
47,220
44
$1.76M 0.24%
35,077
+4,862
45
$1.67M 0.23%
8,293
+2,597
46
$1.67M 0.23%
73,715
+397
47
$1.67M 0.23%
18,460
+5,119
48
$1.65M 0.22%
40,516
-675
49
$1.63M 0.22%
19,756
-622
50
$1.6M 0.22%
9,027
+3,058
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