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
826
$1.19K ﹤0.01%
+21
827
$1.18K ﹤0.01%
+17
828
$1.17K ﹤0.01%
+8
829
$1.17K ﹤0.01%
+5
830
$1.17K ﹤0.01%
+32
831
$1.16K ﹤0.01%
+50
832
$1.15K ﹤0.01%
+2
833
$1.15K ﹤0.01%
+57
834
$1.14K ﹤0.01%
+8
835
$1.13K ﹤0.01%
+21
836
$1.13K ﹤0.01%
+26
837
$1.13K ﹤0.01%
+5
838
$1.12K ﹤0.01%
72
-144
839
$1.12K ﹤0.01%
+32
840
$1.11K ﹤0.01%
+3
841
$1.11K ﹤0.01%
12
-1
842
$1.1K ﹤0.01%
+24
843
$1.09K ﹤0.01%
+34
844
$1.09K ﹤0.01%
+13
845
$1.09K ﹤0.01%
65
846
$1.09K ﹤0.01%
10
847
$1.06K ﹤0.01%
+3
848
$1.05K ﹤0.01%
+5
849
$1.04K ﹤0.01%
+17
850
$1.03K ﹤0.01%
+12
32 33
34
35 36