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
101
$304K 0.05%
1,166
-123
102
$300K 0.05%
20,000
103
$299K 0.05%
5,117
104
$294K 0.05%
1,632
-280
105
$290K 0.05%
7,198
106
$290K 0.05%
439
107
$288K 0.05%
6,700
108
$287K 0.05%
673
-15
109
$278K 0.05%
1,486
+170
110
$278K 0.05%
5,645
111
$276K 0.05%
6,866
+1
112
$275K 0.05%
2,241
113
$265K 0.05%
5,269
-310
114
$261K 0.05%
1,534
115
$258K 0.05%
1,352
116
$255K 0.04%
2,790
117
$255K 0.04%
2,627
+230
118
$252K 0.04%
2,150
+700
119
$246K 0.04%
6,307
120
$246K 0.04%
4,237
121
$246K 0.04%
6,652
-83
122
$245K 0.04%
961
123
$244K 0.04%
1,660
-235
124
$244K 0.04%
538
125
$243K 0.04%
6,976
+41
3 4
5
6 7