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
576
$11.2K ﹤0.01%
348
+143
577
$11.1K ﹤0.01%
232
+27
578
$11.1K ﹤0.01%
77
579
$11.1K ﹤0.01%
1,306
580
$11.1K ﹤0.01%
328
581
$11K ﹤0.01%
182
+80
582
$10.9K ﹤0.01%
500
583
$10.7K ﹤0.01%
+490
584
$10.6K ﹤0.01%
104
+4
585
$10.5K ﹤0.01%
50
586
$10.4K ﹤0.01%
639
+136
587
$10.3K ﹤0.01%
+200
588
$10.3K ﹤0.01%
204
589
$10.2K ﹤0.01%
600
590
$10.1K ﹤0.01%
78
591
$9.9K ﹤0.01%
72
+2
592
$9.85K ﹤0.01%
2,027
593
$9.78K ﹤0.01%
170
594
$9.77K ﹤0.01%
187
595
$9.72K ﹤0.01%
221
596
$9.54K ﹤0.01%
309
597
$9.47K ﹤0.01%
2,250
598
$9.45K ﹤0.01%
50
599
$9.4K ﹤0.01%
+152
600
$9.39K ﹤0.01%
60
22 23
24
25 26