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
201
$109K 0.02%
2,124
-275
202
$107K 0.02%
1,134
-3
203
$106K 0.02%
1,027
204
$104K 0.02%
2,090
205
$101K 0.02%
710
+300
206
$101K 0.02%
229
+60
207
$98.2K 0.02%
1,261
+11
208
$96.9K 0.02%
750
209
$96.9K 0.02%
128
210
$93.4K 0.02%
5,442
+1,000
211
$93.2K 0.02%
6,755
+1,177
212
$92.5K 0.02%
410
-183
213
$92.2K 0.02%
3,700
214
$92.1K 0.02%
1,516
+1
215
$91.6K 0.02%
3,700
216
$91.4K 0.02%
1,258
217
$90.2K 0.02%
3,775
218
$89.8K 0.02%
1,174
219
$87.8K 0.02%
1,136
-120
220
$86.6K 0.02%
1,975
+262
221
$86.3K 0.02%
1,010
222
$85.8K 0.01%
558
223
$84.9K 0.01%
905
-34
224
$83K 0.01%
1,232
+770
225
$81.6K 0.01%
2,600
7 8
9
10 11