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
51
$1.56M 0.21%
23,286
-2,565
52
$1.55M 0.21%
32,539
-1,509
53
$1.48M 0.2%
12,956
-448
54
$1.48M 0.2%
2,921
+1,866
55
$1.45M 0.2%
33,905
-4,508
56
$1.43M 0.19%
2,659
-447
57
$1.4M 0.19%
4,832
-100
58
$1.37M 0.19%
4,554
+6
59
$1.34M 0.18%
6,895
60
$1.34M 0.18%
5,426
+4,576
61
$1.25M 0.17%
3,105
+2,992
62
$1.21M 0.16%
1,360
+735
63
$1.17M 0.16%
10,917
+2,410
64
$1.12M 0.15%
18,878
+1,220
65
$1.09M 0.15%
6,246
66
$1.06M 0.14%
2,080
-584
67
$1.03M 0.14%
44,577
68
$1.03M 0.14%
13,162
69
$967K 0.13%
6,256
+1
70
$869K 0.12%
6,575
+147
71
$821K 0.11%
13,616
-1,500
72
$799K 0.11%
4,635
-668
73
$782K 0.11%
1,336
+95
74
$755K 0.1%
3,309
+930
75
$752K 0.1%
7,487
-634
1 2
3
4 5