HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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
501
$19.6K ﹤0.01%
1,500
502
$19.5K ﹤0.01%
342
+41
503
$19.1K ﹤0.01%
666
504
$19.1K ﹤0.01%
620
505
$19K ﹤0.01%
53
+8
506
$19K ﹤0.01%
+150
507
$19K ﹤0.01%
435
508
$18.6K ﹤0.01%
+286
509
$18.4K ﹤0.01%
406
510
$18.3K ﹤0.01%
35
+5
511
$18.3K ﹤0.01%
+490
512
$18.2K ﹤0.01%
32
+4
513
$18.1K ﹤0.01%
1,358
+62
514
$18.1K ﹤0.01%
104
515
$17.7K ﹤0.01%
16
+1
516
$17.5K ﹤0.01%
646
+26
517
$17.2K ﹤0.01%
+308
518
$17K ﹤0.01%
188
+1
519
$16.9K ﹤0.01%
358
520
$16.7K ﹤0.01%
2,060
521
$16.7K ﹤0.01%
2,402
522
$16.7K ﹤0.01%
127
523
$16.6K ﹤0.01%
204
524
$16.6K ﹤0.01%
2,000
525
$16.5K ﹤0.01%
239
+110
19 20
21
22 23