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
751
$2K ﹤0.01%
+7
752
$1.99K ﹤0.01%
+1
753
$1.99K ﹤0.01%
+7
754
$1.95K ﹤0.01%
200
755
$1.93K ﹤0.01%
+7
756
$1.92K ﹤0.01%
40
757
$1.91K ﹤0.01%
65
758
$1.89K ﹤0.01%
+2
759
$1.86K ﹤0.01%
+17
760
$1.86K ﹤0.01%
+22
761
$1.84K ﹤0.01%
+14
762
$1.81K ﹤0.01%
+9
763
$1.81K ﹤0.01%
25
764
$1.8K ﹤0.01%
+10
765
$1.78K ﹤0.01%
+23
766
$1.75K ﹤0.01%
82
-61
767
$1.75K ﹤0.01%
+13
768
$1.73K ﹤0.01%
+50
769
$1.73K ﹤0.01%
40
-48
770
$1.73K ﹤0.01%
20
+2
771
$1.73K ﹤0.01%
+1
772
$1.72K ﹤0.01%
+16
773
$1.72K ﹤0.01%
+10
774
$1.7K ﹤0.01%
+21
775
$1.68K ﹤0.01%
+50
29 30
31
32 33