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
501
$10.5K ﹤0.01%
+50
502
$10.5K ﹤0.01%
441
503
$10.5K ﹤0.01%
204
504
$10.3K ﹤0.01%
22
505
$10.2K ﹤0.01%
94
506
$10.2K ﹤0.01%
41
507
$10.1K ﹤0.01%
270
508
$10.1K ﹤0.01%
2,027
509
$10K ﹤0.01%
16
510
$9.97K ﹤0.01%
+360
511
$9.96K ﹤0.01%
234
-848
512
$9.93K ﹤0.01%
125
513
$9.93K ﹤0.01%
114
514
$9.89K ﹤0.01%
123
515
$9.75K ﹤0.01%
210
-90
516
$9.72K ﹤0.01%
150
517
$9.62K ﹤0.01%
674
518
$9.61K ﹤0.01%
451
519
$9.6K ﹤0.01%
33
520
$9.6K ﹤0.01%
153
521
$9.57K ﹤0.01%
99
522
$9.51K ﹤0.01%
100
523
$9.45K ﹤0.01%
629
524
$9.44K ﹤0.01%
271
525
$9.39K ﹤0.01%
54