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
1001
$70 ﹤0.01%
2
1002
$68 ﹤0.01%
+2
1003
$26 ﹤0.01%
8
1004
$25 ﹤0.01%
25
1005
$18 ﹤0.01%
+1
1006
$9 ﹤0.01%
2
1007
$8 ﹤0.01%
4
1008
$3 ﹤0.01%
1
1009
$3 ﹤0.01%
2
1010
– –
0
1011
– –
-600
1012
– –
-360
1013
– –
-121
1014
– –
-145
1015
– –
-52,003
1016
– –
-450
1017
– –
-100
1018
– –
-4
1019
– –
-10
1020
– –
-6
1021
– –
-500
1022
– –
-804
1023
– –
-105
1024
– –
-9
1025
– –
-122
38 39 40
41
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