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
126
$243K 0.04%
5,280
+1,640
127
$239K 0.04%
3,500
128
$235K 0.04%
1,160
129
$235K 0.04%
2,162
-43
130
$231K 0.04%
4,596
131
$230K 0.04%
2,700
132
$225K 0.04%
4,520
133
$225K 0.04%
2,671
+1,172
134
$216K 0.04%
2,864
135
$206K 0.04%
1,313
+220
136
$206K 0.04%
1,472
-80
137
$206K 0.04%
2,740
+20
138
$202K 0.04%
2,456
+164
139
$202K 0.04%
2,933
140
$200K 0.03%
954
+120
141
$200K 0.03%
6,710
+540
142
$198K 0.03%
915
143
$194K 0.03%
1,459
144
$193K 0.03%
6,708
+47
145
$193K 0.03%
4,560
146
$186K 0.03%
4,110
147
$185K 0.03%
15,185
148
$180K 0.03%
2,000
149
$180K 0.03%
371
-19
150
$178K 0.03%
766
-849
4 5
6
7 8