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
901
$659 ﹤0.01%
+21
902
$656 ﹤0.01%
+5
903
$632 ﹤0.01%
+13
904
$616 ﹤0.01%
+5
905
$615 ﹤0.01%
+5
906
$610 ﹤0.01%
+1
907
$599 ﹤0.01%
+2
908
$598 ﹤0.01%
48
+31
909
$595 ﹤0.01%
+1
910
$592 ﹤0.01%
50
911
$565 ﹤0.01%
7
912
$563 ﹤0.01%
+3
913
$555 ﹤0.01%
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914
$552 ﹤0.01%
+4
915
$542 ﹤0.01%
+8
916
$527 ﹤0.01%
+13
917
$524 ﹤0.01%
+4
918
$517 ﹤0.01%
+1
919
$500 ﹤0.01%
+3
920
$485 ﹤0.01%
+1
921
$485 ﹤0.01%
+19
922
$479 ﹤0.01%
+6
923
$473 ﹤0.01%
60
924
$471 ﹤0.01%
12
925
$467 ﹤0.01%
51
+1
35 36
37
38 39