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
601
$9.36K ﹤0.01%
65
+5
602
$9.33K ﹤0.01%
1,135
603
$9.31K ﹤0.01%
200
604
$9.29K ﹤0.01%
36
+8
605
$9.2K ﹤0.01%
102
+2
606
$9.16K ﹤0.01%
268
607
$9.14K ﹤0.01%
280
608
$9.11K ﹤0.01%
88
609
$9.05K ﹤0.01%
306
610
$8.98K ﹤0.01%
30
+3
611
$8.76K ﹤0.01%
+343
612
$8.66K ﹤0.01%
725
613
$8.63K ﹤0.01%
41
614
$8.57K ﹤0.01%
127
615
$8.34K ﹤0.01%
1,210
616
$8.32K ﹤0.01%
+2,500
617
$8.32K ﹤0.01%
200
618
$8.31K ﹤0.01%
76
+6
619
$8.27K ﹤0.01%
622
620
$8.23K ﹤0.01%
221
621
$8.15K ﹤0.01%
34
+16
622
$8.03K ﹤0.01%
818
623
$8K ﹤0.01%
+118
624
$7.82K ﹤0.01%
158
625
$7.79K ﹤0.01%
865
23 24
25
26 27