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
476
$23.2K ﹤0.01%
370
+293
477
$23.2K ﹤0.01%
5,372
478
$23.1K ﹤0.01%
688
-32
479
$22.9K ﹤0.01%
90
+7
480
$22.8K ﹤0.01%
833
481
$22.7K ﹤0.01%
200
482
$22.6K ﹤0.01%
200
483
$22.5K ﹤0.01%
3,500
484
$22.4K ﹤0.01%
264
-34
485
$22.3K ﹤0.01%
138
+75
486
$22.2K ﹤0.01%
800
+300
487
$22K ﹤0.01%
2,046
488
$21.9K ﹤0.01%
220
489
$21.8K ﹤0.01%
88
+12
490
$21.7K ﹤0.01%
150
491
$21.6K ﹤0.01%
1,205
+1,105
492
$21.6K ﹤0.01%
155
493
$21.3K ﹤0.01%
975
494
$20.8K ﹤0.01%
210
495
$20.4K ﹤0.01%
47
+9
496
$20.4K ﹤0.01%
561
497
$19.9K ﹤0.01%
200
498
$19.8K ﹤0.01%
211
+9
499
$19.8K ﹤0.01%
210
500
$19.6K ﹤0.01%
269
+21