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
701
$756 ﹤0.01%
40
702
$741 ﹤0.01%
980
703
$705 ﹤0.01%
144
704
$702 ﹤0.01%
+24
705
$692 ﹤0.01%
113
706
$674 ﹤0.01%
+13
707
$666 ﹤0.01%
+36
708
$635 ﹤0.01%
5
-5
709
$609 ﹤0.01%
100
710
$568 ﹤0.01%
21
711
$486 ﹤0.01%
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712
$468 ﹤0.01%
12
713
$445 ﹤0.01%
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714
$400 ﹤0.01%
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715
$346 ﹤0.01%
+62
716
$325 ﹤0.01%
4
717
$230 ﹤0.01%
60
718
$204 ﹤0.01%
+12
719
$194 ﹤0.01%
3
720
$190 ﹤0.01%
4
721
$185 ﹤0.01%
2
722
$185 ﹤0.01%
17
-57
723
$164 ﹤0.01%
6
724
$153 ﹤0.01%
12
725
$144 ﹤0.01%
100
27 28
29
30 31