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
$574M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.89M
3
+$1.63M
4
CINF icon
Cincinnati Financial
CINF
+$1.57M
5
WM icon
Waste Management
WM
+$980K

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.51M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$589K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$494K

Sector Composition

1 Technology 3.99%
2 Consumer Discretionary 2.16%
3 Financials 2%
4 Industrials 1.63%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$489K 0.09%
4,805
-19
77
$461K 0.08%
4,614
-89
78
$439K 0.08%
6,100
79
$415K 0.07%
1,173
-5
80
$412K 0.07%
7,845
+1,290
81
$403K 0.07%
11,098
82
$403K 0.07%
1,548
+90
83
$397K 0.07%
3,606
84
$395K 0.07%
1,708
-219
85
$390K 0.07%
5,106
-1,485
86
$382K 0.07%
16,338
-7,992
87
$381K 0.07%
1,322
88
$364K 0.06%
6,183
+940
89
$346K 0.06%
865
90
$342K 0.06%
1,365
91
$336K 0.06%
9,644
-100
92
$336K 0.06%
1,976
-167
93
$333K 0.06%
7,827
94
$330K 0.06%
695
-120
95
$323K 0.06%
6,737
96
$318K 0.06%
9,612
97
$311K 0.05%
8,743
98
$309K 0.05%
634
99
$307K 0.05%
4,715
-1,545
100
$306K 0.05%
8,826
-1,200
2 3
4
5 6