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
51
$1.01M 0.18%
20,001
52
$995K 0.17%
5,554
+5,472
53
$901K 0.16%
17,654
-44
54
$877K 0.15%
8,048
+65
55
$856K 0.15%
4,670
56
$835K 0.15%
44,397
57
$803K 0.14%
6,428
-71
58
$787K 0.14%
3,169
+10
59
$752K 0.13%
5,594
+395
60
$743K 0.13%
7,491
-1,125
61
$700K 0.12%
6,271
62
$676K 0.12%
13,650
-870
63
$660K 0.11%
4,257
+370
64
$653K 0.11%
26,327
+446
65
$652K 0.11%
26,080
-4,850
66
$589K 0.1%
2,399
+120
67
$583K 0.1%
7,763
68
$582K 0.1%
2,730
+546
69
$580K 0.1%
10,673
-5,477
70
$578K 0.1%
10,420
71
$565K 0.1%
1,073
72
$559K 0.1%
3,564
+81
73
$538K 0.09%
15,992
-83
74
$528K 0.09%
10,660
-8,320
75
$517K 0.09%
7,625
1 2
3
4 5