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
651
$3.59K ﹤0.01%
186
652
$3.42K ﹤0.01%
1,700
653
$3.41K ﹤0.01%
204
-408
654
$3.29K ﹤0.01%
12
-13
655
$3.28K ﹤0.01%
262
656
$3.28K ﹤0.01%
802
657
$3.27K ﹤0.01%
75
658
$3.27K ﹤0.01%
834
659
$3.16K ﹤0.01%
200
660
$3.11K ﹤0.01%
135
661
$3.08K ﹤0.01%
27
-26
662
$3.08K ﹤0.01%
143
663
$2.95K ﹤0.01%
90
664
$2.92K ﹤0.01%
20
665
$2.84K ﹤0.01%
90
-16
666
$2.84K ﹤0.01%
200
667
$2.82K ﹤0.01%
221
668
$2.81K ﹤0.01%
30
669
$2.81K ﹤0.01%
+30
670
$2.78K ﹤0.01%
200
671
$2.72K ﹤0.01%
189
672
$2.72K ﹤0.01%
7
673
$2.71K ﹤0.01%
35
674
$2.67K ﹤0.01%
33
675
$2.6K ﹤0.01%
10
25 26
27
28 29