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
726
$125 ﹤0.01%
+6
727
$113 ﹤0.01%
12
728
$80 ﹤0.01%
25
729
$73 ﹤0.01%
5
-8
730
$71 ﹤0.01%
+3
731
$71 ﹤0.01%
4
-3
732
$70 ﹤0.01%
8
733
$51 ﹤0.01%
4
734
$42 ﹤0.01%
2
735
$35 ﹤0.01%
+12
736
$12 ﹤0.01%
3
737
$11 ﹤0.01%
100
738
– –
0
739
$5 ﹤0.01%
1
740
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0
741
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742
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743
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744
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745
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746
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747
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748
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749
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750
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-230
28 29
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