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
101
$507K 0.07%
5,370
-230
102
$506K 0.07%
4,200
-583
103
$502K 0.07%
+2,073
104
$496K 0.07%
2,572
+732
105
$488K 0.07%
9,116
-1,557
106
$484K 0.07%
6,896
-752
107
$484K 0.07%
4,183
+2,061
108
$480K 0.07%
2,618
+2,050
109
$477K 0.06%
3,295
+1,560
110
$462K 0.06%
788
-124
111
$455K 0.06%
1,074
+10
112
$452K 0.06%
18,005
-6,715
113
$447K 0.06%
2,940
+938
114
$439K 0.06%
1,729
+364
115
$431K 0.06%
4,452
-1,122
116
$431K 0.06%
1,453
-33
117
$430K 0.06%
7,110
+41
118
$428K 0.06%
467
+16
119
$415K 0.06%
789
+45
120
$414K 0.06%
4,715
121
$407K 0.06%
+1,200
122
$405K 0.06%
12,915
123
$404K 0.05%
4,992
+1,168
124
$401K 0.05%
1,171
+5
125
$392K 0.05%
1,690
+760
3 4
5
6 7