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
626
$4.9K ﹤0.01%
622
627
$4.89K ﹤0.01%
29
628
$4.8K ﹤0.01%
279
+16
629
$4.76K ﹤0.01%
418
-270
630
$4.75K ﹤0.01%
1,000
631
$4.58K ﹤0.01%
650
632
$4.57K ﹤0.01%
164
633
$4.57K ﹤0.01%
100
634
$4.53K ﹤0.01%
26
635
$4.52K ﹤0.01%
122
636
$4.46K ﹤0.01%
50
-51
637
$4.19K ﹤0.01%
300
638
$4.13K ﹤0.01%
20
-33
639
$4.02K ﹤0.01%
1,362
640
$4K ﹤0.01%
173
641
$4K ﹤0.01%
1,740
642
$3.93K ﹤0.01%
27
-95
643
$3.93K ﹤0.01%
+29
644
$3.91K ﹤0.01%
267
-534
645
$3.89K ﹤0.01%
108
646
$3.87K ﹤0.01%
103
647
$3.8K ﹤0.01%
35
648
$3.72K ﹤0.01%
55
649
$3.67K ﹤0.01%
85
650
$3.6K ﹤0.01%
50
24 25
26
27 28