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
176
$229K 0.03%
3,729
-1
177
$228K 0.03%
3,014
178
$220K 0.03%
5,490
+663
179
$219K 0.03%
1,185
180
$216K 0.03%
+1,018
181
$209K 0.03%
2,000
182
$207K 0.03%
1,171
+11
183
$205K 0.03%
1,655
+18
184
$201K 0.03%
4,520
185
$201K 0.03%
1,191
+245
186
$199K 0.03%
755
+17
187
$198K 0.03%
750
-10
188
$196K 0.03%
7,383
+845
189
$193K 0.03%
5,225
+445
190
$192K 0.03%
3,285
191
$190K 0.03%
4,427
+850
192
$187K 0.03%
3,529
+29
193
$185K 0.03%
2,900
194
$183K 0.02%
9,128
+1,406
195
$183K 0.02%
3,183
196
$183K 0.02%
632
197
$180K 0.02%
1,660
198
$178K 0.02%
980
+22
199
$174K 0.02%
1,210
-825
200
$172K 0.02%
1,400
6 7
8
9 10