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
876
$793 ﹤0.01%
+2
877
$792 ﹤0.01%
+5
878
$792 ﹤0.01%
+7
879
$786 ﹤0.01%
+18
880
$763 ﹤0.01%
60
-1,150
881
$753 ﹤0.01%
+20
882
$748 ﹤0.01%
+35
883
$743 ﹤0.01%
+11
884
$736 ﹤0.01%
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885
$729 ﹤0.01%
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886
$728 ﹤0.01%
11
887
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888
$719 ﹤0.01%
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$714 ﹤0.01%
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890
$710 ﹤0.01%
40
-9
891
$707 ﹤0.01%
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892
$697 ﹤0.01%
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893
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894
$691 ﹤0.01%
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895
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896
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897
$682 ﹤0.01%
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898
$674 ﹤0.01%
+2
899
$673 ﹤0.01%
484
900
$666 ﹤0.01%
+10
34 35
36
37 38