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
176
$141K 0.02%
+1,915
177
$137K 0.02%
3,878
178
$136K 0.02%
1,316
179
$135K 0.02%
5,529
180
$135K 0.02%
6,407
-620
181
$134K 0.02%
3,261
+573
182
$133K 0.02%
3,655
183
$133K 0.02%
5,020
184
$132K 0.02%
2,000
185
$131K 0.02%
1,660
-49
186
$131K 0.02%
1,298
187
$129K 0.02%
889
188
$126K 0.02%
2,145
189
$120K 0.02%
1,108
-175
190
$118K 0.02%
117
191
$117K 0.02%
3,625
192
$117K 0.02%
462
193
$116K 0.02%
1,400
194
$114K 0.02%
1,421
195
$113K 0.02%
1,250
196
$112K 0.02%
2,405
-2,475
197
$112K 0.02%
1,523
198
$112K 0.02%
2,313
199
$110K 0.02%
1,040
200
$110K 0.02%
546
+23
6 7
8
9 10