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
126
$390K 0.05%
5,163
+492
127
$390K 0.05%
1,700
128
$387K 0.05%
8,928
+95
129
$371K 0.05%
2,323
-44
130
$367K 0.05%
1,852
131
$361K 0.05%
4,880
+2,000
132
$360K 0.05%
2,216
+1,506
133
$353K 0.05%
6,648
+218
134
$352K 0.05%
13,502
-508
135
$336K 0.05%
2,770
+240
136
$333K 0.05%
685
+87
137
$329K 0.04%
6,879
138
$328K 0.04%
1,258
+50
139
$325K 0.04%
2,469
+6
140
$325K 0.04%
2,574
+1,198
141
$317K 0.04%
1,441
+258
142
$315K 0.04%
4,309
+5
143
$311K 0.04%
8,568
-550
144
$309K 0.04%
738
+700
145
$307K 0.04%
2,490
146
$306K 0.04%
2,191
+21
147
$305K 0.04%
491
+120
148
$302K 0.04%
581
+475
149
$300K 0.04%
1,602
-67
150
$293K 0.04%
1,563
+5
4 5
6
7 8