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
701
$3.74K ﹤0.01%
133
702
$3.73K ﹤0.01%
+400
703
$3.7K ﹤0.01%
+35
704
$3.67K ﹤0.01%
32
+2
705
$3.41K ﹤0.01%
18
+8
706
$3.41K ﹤0.01%
33
+7
707
$3.38K ﹤0.01%
225
708
$3.37K ﹤0.01%
27
709
$3.35K ﹤0.01%
+110
710
$3.32K ﹤0.01%
175
711
$3.29K ﹤0.01%
+350
712
$3.15K ﹤0.01%
+24
713
$3.15K ﹤0.01%
+60
714
$3.12K ﹤0.01%
30
715
$3.06K ﹤0.01%
135
716
$3.05K ﹤0.01%
15
717
$2.94K ﹤0.01%
14
718
$2.86K ﹤0.01%
+13
719
$2.85K ﹤0.01%
+10
720
$2.75K ﹤0.01%
35
721
$2.74K ﹤0.01%
8
+5
722
$2.72K ﹤0.01%
85
723
$2.71K ﹤0.01%
+46
724
$2.69K ﹤0.01%
+12
725
$2.67K ﹤0.01%
150
27 28
29
30 31