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
$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
626
$7.77K ﹤0.01%
216
+22
627
$7.76K ﹤0.01%
1,400
628
$7.74K ﹤0.01%
90
-40
629
$7.65K ﹤0.01%
122
630
$7.59K ﹤0.01%
300
631
$7.51K ﹤0.01%
56
+6
632
$7.46K ﹤0.01%
75
633
$7.41K ﹤0.01%
13
634
$7.4K ﹤0.01%
169
+5
635
$7.32K ﹤0.01%
173
+21
636
$7.29K ﹤0.01%
33
+12
637
$7.12K ﹤0.01%
377
638
$7.11K ﹤0.01%
116
639
$7.04K ﹤0.01%
1,615
640
$7K ﹤0.01%
207
641
$6.95K ﹤0.01%
81
+1
642
$6.8K ﹤0.01%
4
643
$6.66K ﹤0.01%
138
644
$6.58K ﹤0.01%
29
645
$6.57K ﹤0.01%
1,000
646
$6.54K ﹤0.01%
224
+3
647
$6.52K ﹤0.01%
466
648
$6.47K ﹤0.01%
98
-24
649
$6.43K ﹤0.01%
500
650
$6.36K ﹤0.01%
10
+3
24 25
26
27 28