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
676
$5.31K ﹤0.01%
650
677
$5.27K ﹤0.01%
250
678
$5.26K ﹤0.01%
179
-82
679
$5.13K ﹤0.01%
66
+14
680
$5.09K ﹤0.01%
23
+5
681
$4.92K ﹤0.01%
131
682
$4.87K ﹤0.01%
200
683
$4.78K ﹤0.01%
115
684
$4.73K ﹤0.01%
37
685
$4.72K ﹤0.01%
+23
686
$4.68K ﹤0.01%
+90
687
$4.61K ﹤0.01%
53
688
$4.55K ﹤0.01%
430
+191
689
$4.52K ﹤0.01%
23
690
$4.5K ﹤0.01%
50
691
$4.38K ﹤0.01%
49
692
$4.32K ﹤0.01%
30
693
$4.28K ﹤0.01%
85
694
$4.25K ﹤0.01%
36
+8
695
$4.08K ﹤0.01%
+58
696
$4.08K ﹤0.01%
100
697
$4.01K ﹤0.01%
31
+2
698
$3.98K ﹤0.01%
+36
699
$3.83K ﹤0.01%
300
700
$3.81K ﹤0.01%
+100
26 27
28
29 30