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
151
$178K 0.03%
1,086
+190
152
$174K 0.03%
10,344
-220
153
$171K 0.03%
1,660
154
$171K 0.03%
4,085
155
$171K 0.03%
1,303
156
$170K 0.03%
12,020
+350
157
$168K 0.03%
3,130
-99
158
$168K 0.03%
2,528
159
$168K 0.03%
565
160
$166K 0.03%
8,289
-195
161
$156K 0.03%
5,317
162
$153K 0.03%
3,145
+3,110
163
$153K 0.03%
263
164
$152K 0.03%
1,682
-94
165
$151K 0.03%
6,270
166
$150K 0.03%
4,372
-695
167
$147K 0.03%
3,891
-83
168
$145K 0.03%
972
+170
169
$144K 0.03%
4,040
170
$144K 0.03%
5,450
171
$143K 0.02%
594
172
$142K 0.02%
3,714
173
$142K 0.02%
40
174
$141K 0.02%
632
175
$141K 0.02%
1,819
-1,435
5 6
7
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