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
601
$6.37K ﹤0.01%
261
-81
602
$6.35K ﹤0.01%
107
603
$6.34K ﹤0.01%
113
604
$6.33K ﹤0.01%
75
605
$6.27K ﹤0.01%
44
-36
606
$6.23K ﹤0.01%
88
607
$6.16K ﹤0.01%
100
608
$6.13K ﹤0.01%
257
+137
609
$6.08K ﹤0.01%
120
610
$5.96K ﹤0.01%
55
611
$5.78K ﹤0.01%
377
612
$5.77K ﹤0.01%
53
613
$5.75K ﹤0.01%
124
614
$5.69K ﹤0.01%
189
-1,060
615
$5.6K ﹤0.01%
47
616
$5.43K ﹤0.01%
164
617
$5.39K ﹤0.01%
30
618
$5.32K ﹤0.01%
23
619
$5.28K ﹤0.01%
+450
620
$5.24K ﹤0.01%
152
621
$5.1K ﹤0.01%
227
622
$5.09K ﹤0.01%
100
623
$4.92K ﹤0.01%
131
624
$4.91K ﹤0.01%
41
625
$4.91K ﹤0.01%
11
23 24
25
26 27