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
551
$7.89K ﹤0.01%
1,210
552
$7.85K ﹤0.01%
+1,230
553
$7.74K ﹤0.01%
50
554
$7.72K ﹤0.01%
244
-44
555
$7.71K ﹤0.01%
818
556
$7.71K ﹤0.01%
75
557
$7.66K ﹤0.01%
363
558
$7.62K ﹤0.01%
+1,500
559
$7.62K ﹤0.01%
95
560
$7.6K ﹤0.01%
70
561
$7.6K ﹤0.01%
60
-25
562
$7.51K ﹤0.01%
725
563
$7.5K ﹤0.01%
823
564
$7.46K ﹤0.01%
125
565
$7.43K ﹤0.01%
89
566
$7.4K ﹤0.01%
1,055
567
$7.37K ﹤0.01%
200
568
$7.24K ﹤0.01%
141
569
$7.24K ﹤0.01%
116
570
$7.17K ﹤0.01%
107
571
$7.15K ﹤0.01%
72
572
$7.14K ﹤0.01%
37
573
$7.11K ﹤0.01%
100
574
$7.1K ﹤0.01%
2,063
575
$7.08K ﹤0.01%
450
21 22
23
24 25