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
151
$285K 0.04%
866
+14
152
$285K 0.04%
8,826
153
$284K 0.04%
1,851
+78
154
$283K 0.04%
3,791
-1,836
155
$281K 0.04%
12,351
+2,157
156
$269K 0.04%
3,963
-323
157
$269K 0.04%
1,510
-150
158
$264K 0.04%
1,956
-10
159
$261K 0.04%
3,686
-875
160
$253K 0.03%
762
+168
161
$252K 0.03%
5,007
162
$248K 0.03%
50
+1
163
$248K 0.03%
5,012
164
$248K 0.03%
9,347
+3,184
165
$245K 0.03%
7,163
166
$244K 0.03%
1,407
+7
167
$243K 0.03%
6,270
168
$242K 0.03%
3,024
-317
169
$240K 0.03%
345
+2
170
$239K 0.03%
6,976
171
$239K 0.03%
825
+98
172
$239K 0.03%
2,834
173
$235K 0.03%
11,686
+16
174
$235K 0.03%
1,039
+17
175
$230K 0.03%
2,015
+9
5 6
7
8 9