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
551
$13.8K ﹤0.01%
+237
552
$13.8K ﹤0.01%
554
+62
553
$13.7K ﹤0.01%
+239
554
$13.6K ﹤0.01%
+235
555
$13.4K ﹤0.01%
589
556
$13.4K ﹤0.01%
661
-140
557
$13.3K ﹤0.01%
601
558
$13.3K ﹤0.01%
946
559
$13.1K ﹤0.01%
510
560
$13.1K ﹤0.01%
88
+26
561
$12.6K ﹤0.01%
410
562
$12.5K ﹤0.01%
460
563
$12.3K ﹤0.01%
264
564
$11.7K ﹤0.01%
388
565
$11.7K ﹤0.01%
35
+18
566
$11.7K ﹤0.01%
806
567
$11.5K ﹤0.01%
230
568
$11.5K ﹤0.01%
2,350
569
$11.5K ﹤0.01%
168
+18
570
$11.4K ﹤0.01%
31
571
$11.4K ﹤0.01%
400
572
$11.4K ﹤0.01%
116
+2
573
$11.4K ﹤0.01%
200
-108
574
$11.2K ﹤0.01%
270
575
$11.2K ﹤0.01%
89
+14