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
726
$2.63K ﹤0.01%
+200
727
$2.62K ﹤0.01%
1,055
728
$2.56K ﹤0.01%
+11
729
$2.55K ﹤0.01%
35
730
$2.53K ﹤0.01%
100
731
$2.45K ﹤0.01%
2
732
$2.4K ﹤0.01%
+4
733
$2.38K ﹤0.01%
200
734
$2.36K ﹤0.01%
+11
735
$2.36K ﹤0.01%
+34
736
$2.36K ﹤0.01%
49
737
$2.32K ﹤0.01%
+13
738
$2.31K ﹤0.01%
1,740
-1
739
$2.3K ﹤0.01%
+84
740
$2.26K ﹤0.01%
+20
741
$2.23K ﹤0.01%
+29
742
$2.22K ﹤0.01%
+54
743
$2.19K ﹤0.01%
+9
744
$2.16K ﹤0.01%
+129
745
$2.13K ﹤0.01%
+4
746
$2.11K ﹤0.01%
+1
747
$2.11K ﹤0.01%
100
748
$2.11K ﹤0.01%
+2
749
$2.09K ﹤0.01%
154
750
$2.05K ﹤0.01%
11
28 29
30
31 32