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
576
$7.07K ﹤0.01%
29
577
$7.07K ﹤0.01%
173
578
$7.07K ﹤0.01%
10
579
$7.05K ﹤0.01%
292
580
$7.01K ﹤0.01%
170
581
$6.99K ﹤0.01%
467
582
$6.92K ﹤0.01%
224
583
$6.88K ﹤0.01%
2,877
584
$6.84K ﹤0.01%
50
585
$6.8K ﹤0.01%
210
586
$6.76K ﹤0.01%
67
587
$6.72K ﹤0.01%
187
588
$6.69K ﹤0.01%
25
589
$6.69K ﹤0.01%
100
590
$6.63K ﹤0.01%
1,350
591
$6.61K ﹤0.01%
55
592
$6.6K ﹤0.01%
+13
593
$6.59K ﹤0.01%
172
594
$6.58K ﹤0.01%
79
+1
595
$6.58K ﹤0.01%
67
596
$6.56K ﹤0.01%
54
597
$6.55K ﹤0.01%
1,000
598
$6.5K ﹤0.01%
60
599
$6.49K ﹤0.01%
60
600
$6.4K ﹤0.01%
503