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
526
$9.33K ﹤0.01%
479
527
$9.27K ﹤0.01%
38
528
$9.22K ﹤0.01%
221
529
$9.14K ﹤0.01%
63
530
$9K ﹤0.01%
+9,000
531
$9K ﹤0.01%
122
532
$8.87K ﹤0.01%
205
533
$8.83K ﹤0.01%
114
534
$8.7K ﹤0.01%
107
535
$8.64K ﹤0.01%
175
536
$8.62K ﹤0.01%
220
537
$8.6K ﹤0.01%
+15
538
$8.45K ﹤0.01%
1,215
539
$8.44K ﹤0.01%
+530
540
$8.31K ﹤0.01%
23
541
$8.29K ﹤0.01%
550
542
$8.27K ﹤0.01%
350
543
$8.27K ﹤0.01%
155
544
$8.25K ﹤0.01%
51
545
$8.17K ﹤0.01%
145
-520
546
$8.11K ﹤0.01%
56
547
$8.07K ﹤0.01%
56
548
$7.97K ﹤0.01%
113
549
$7.94K ﹤0.01%
1,918
550
$7.93K ﹤0.01%
113