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
801
$1.39K ﹤0.01%
+200
802
$1.39K ﹤0.01%
+6
803
$1.38K ﹤0.01%
150
804
$1.38K ﹤0.01%
+6
805
$1.37K ﹤0.01%
+18
806
$1.37K ﹤0.01%
+8
807
$1.35K ﹤0.01%
+5
808
$1.34K ﹤0.01%
+7
809
$1.31K ﹤0.01%
+18
810
$1.3K ﹤0.01%
+7
811
$1.29K ﹤0.01%
+13
812
$1.29K ﹤0.01%
+15
813
$1.27K ﹤0.01%
+3
814
$1.24K ﹤0.01%
+21
815
$1.23K ﹤0.01%
+31
816
$1.23K ﹤0.01%
+17
817
$1.23K ﹤0.01%
+52
818
$1.22K ﹤0.01%
22
819
$1.22K ﹤0.01%
+9
820
$1.22K ﹤0.01%
+16
821
$1.22K ﹤0.01%
+6
822
$1.21K ﹤0.01%
+11
823
$1.21K ﹤0.01%
+5
824
$1.2K ﹤0.01%
+9
825
$1.2K ﹤0.01%
+4
31 32
33
34 35