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
676
$2.49K ﹤0.01%
34
677
$2.42K ﹤0.01%
85
678
$2.37K ﹤0.01%
65
-190
679
$2.36K ﹤0.01%
40
680
$2.19K ﹤0.01%
+25
681
$2.16K ﹤0.01%
86
682
$2.12K ﹤0.01%
40
683
$1.82K ﹤0.01%
18
684
$1.72K ﹤0.01%
38
685
$1.6K ﹤0.01%
314
+1
686
$1.47K ﹤0.01%
+112
687
$1.43K ﹤0.01%
35
688
$1.36K ﹤0.01%
35
-15
689
$1.36K ﹤0.01%
400
690
$1.31K ﹤0.01%
202
691
$1.26K ﹤0.01%
20
692
$1.05K ﹤0.01%
150
693
$1.01K ﹤0.01%
22
694
$1.01K ﹤0.01%
9
695
$1.01K ﹤0.01%
+50
696
$969 ﹤0.01%
25
697
$922 ﹤0.01%
+29
698
$885 ﹤0.01%
30
699
$795 ﹤0.01%
15
700
$756 ﹤0.01%
+10
26 27
28
29 30