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
526
$16.4K ﹤0.01%
2
527
$16.3K ﹤0.01%
+200
528
$16.1K ﹤0.01%
700
-600
529
$16K ﹤0.01%
490
+451
530
$15.6K ﹤0.01%
107
531
$15.4K ﹤0.01%
100
532
$15.3K ﹤0.01%
152
+2
533
$15.3K ﹤0.01%
140
534
$15.2K ﹤0.01%
144
-75
535
$15.2K ﹤0.01%
77
+35
536
$15.1K ﹤0.01%
4,300
537
$14.9K ﹤0.01%
200
538
$14.8K ﹤0.01%
67
+15
539
$14.8K ﹤0.01%
65
+4
540
$14.7K ﹤0.01%
59
+5
541
$14.6K ﹤0.01%
45
+3
542
$14.6K ﹤0.01%
+849
543
$14.5K ﹤0.01%
387
+357
544
$14.2K ﹤0.01%
20
545
$14.2K ﹤0.01%
2,500
546
$14.2K ﹤0.01%
56
+9
547
$14.2K ﹤0.01%
134
548
$14.1K ﹤0.01%
137
549
$14.1K ﹤0.01%
153
550
$14.1K ﹤0.01%
179
20 21
22
23 24