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
926
$466 ﹤0.01%
+1
927
$459 ﹤0.01%
+3
928
$458 ﹤0.01%
+2
929
$450 ﹤0.01%
113
930
$449 ﹤0.01%
+6
931
$428 ﹤0.01%
4
+2
932
$425 ﹤0.01%
+4
933
$422 ﹤0.01%
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934
$420 ﹤0.01%
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935
$419 ﹤0.01%
+1
936
$413 ﹤0.01%
+1
937
$404 ﹤0.01%
145
+1
938
$378 ﹤0.01%
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939
$369 ﹤0.01%
+1
940
$368 ﹤0.01%
138
+10
941
$368 ﹤0.01%
+2
942
$345 ﹤0.01%
5
+2
943
$338 ﹤0.01%
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944
$331 ﹤0.01%
12
945
$327 ﹤0.01%
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946
$326 ﹤0.01%
+14
947
$315 ﹤0.01%
+3
948
$309 ﹤0.01%
+6
949
$299 ﹤0.01%
+8
950
$291 ﹤0.01%
27
+8
36 37
38
39 40