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
476
$12.9K ﹤0.01%
184
477
$12.7K ﹤0.01%
378
478
$12.7K ﹤0.01%
277
+200
479
$12.6K ﹤0.01%
360
480
$12.5K ﹤0.01%
21
481
$12.5K ﹤0.01%
679
482
$12.5K ﹤0.01%
104
483
$12.4K ﹤0.01%
865
-33
484
$12.1K ﹤0.01%
520
485
$12.1K ﹤0.01%
610
486
$12.1K ﹤0.01%
+525
487
$11.7K ﹤0.01%
64
488
$11.6K ﹤0.01%
44
-20
489
$11.6K ﹤0.01%
137
-19
490
$11.5K ﹤0.01%
134
491
$11.2K ﹤0.01%
329
492
$11.2K ﹤0.01%
2,250
493
$11.1K ﹤0.01%
504
494
$11.1K ﹤0.01%
83
495
$11K ﹤0.01%
380
+237
496
$10.9K ﹤0.01%
212
497
$10.8K ﹤0.01%
107
498
$10.7K ﹤0.01%
350
+235
499
$10.7K ﹤0.01%
600
500
$10.5K ﹤0.01%
130
18 19
20
21 22