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
76
$746K 0.1%
2,120
+1,846
77
$745K 0.1%
5,836
78
$741K 0.1%
16,870
+700
79
$737K 0.1%
6,515
+3,058
80
$736K 0.1%
5,091
+1,280
81
$702K 0.1%
5,971
-209
82
$701K 0.1%
26,340
+5,473
83
$683K 0.09%
7,625
84
$680K 0.09%
2,807
85
$670K 0.09%
4,019
+2,959
86
$662K 0.09%
10,623
87
$655K 0.09%
12,523
+260
88
$655K 0.09%
2,725
89
$653K 0.09%
9,998
90
$653K 0.09%
9,112
+66
91
$651K 0.09%
10,463
+1,313
92
$641K 0.09%
6,448
+2,226
93
$621K 0.08%
5,576
+3,863
94
$585K 0.08%
3,510
-41
95
$571K 0.08%
10,689
-18
96
$551K 0.07%
18,795
97
$534K 0.07%
3,610
+122
98
$525K 0.07%
4,870
+76
99
$521K 0.07%
1,495
+104
100
$515K 0.07%
+5,106
2 3
4
5 6