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
651
$6.32K ﹤0.01%
103
652
$6.31K ﹤0.01%
120
+20
653
$6.31K ﹤0.01%
1,215
654
$6.29K ﹤0.01%
448
655
$6.21K ﹤0.01%
700
656
$6.21K ﹤0.01%
107
657
$6.16K ﹤0.01%
38
658
$6.13K ﹤0.01%
+175
659
$6.11K ﹤0.01%
120
660
$6.03K ﹤0.01%
200
661
$6K ﹤0.01%
+625
662
$5.95K ﹤0.01%
96
+21
663
$5.88K ﹤0.01%
50
664
$5.83K ﹤0.01%
+200
665
$5.8K ﹤0.01%
164
666
$5.79K ﹤0.01%
+64
667
$5.78K ﹤0.01%
100
668
$5.69K ﹤0.01%
405
-45
669
$5.64K ﹤0.01%
62
670
$5.51K ﹤0.01%
19
+7
671
$5.41K ﹤0.01%
39
+6
672
$5.37K ﹤0.01%
52
673
$5.36K ﹤0.01%
67
674
$5.35K ﹤0.01%
23
+7
675
$5.33K ﹤0.01%
1,350
25 26
27
28 29