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
951
$286 ﹤0.01%
+1
952
$270 ﹤0.01%
+5
953
$268 ﹤0.01%
+2
954
$255 ﹤0.01%
+3
955
$249 ﹤0.01%
+1
956
$245 ﹤0.01%
+4
957
$236 ﹤0.01%
+5
958
$236 ﹤0.01%
+3
959
$230 ﹤0.01%
70
960
$228 ﹤0.01%
+3
961
$223 ﹤0.01%
6
962
$216 ﹤0.01%
+9
963
$214 ﹤0.01%
+1
964
$214 ﹤0.01%
+1
965
$212 ﹤0.01%
4
966
$212 ﹤0.01%
10
967
$205 ﹤0.01%
+20
968
$204 ﹤0.01%
+4
969
$204 ﹤0.01%
+2
970
$200 ﹤0.01%
+5
971
$192 ﹤0.01%
+2
972
$187 ﹤0.01%
+1
973
$183 ﹤0.01%
3
974
$181 ﹤0.01%
+2
975
$176 ﹤0.01%
+1
37 38
39
40 41