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
201
$170K 0.02%
1,455
202
$167K 0.02%
1,209
203
$167K 0.02%
5,161
-156
204
$165K 0.02%
3,260
205
$162K 0.02%
2,000
206
$162K 0.02%
1,343
+874
207
$162K 0.02%
2,866
+514
208
$161K 0.02%
232
209
$157K 0.02%
2,923
+30
210
$156K 0.02%
2,279
+39
211
$155K 0.02%
2,145
212
$155K 0.02%
1,471
+9
213
$154K 0.02%
1,396
+36
214
$153K 0.02%
544
+80
215
$152K 0.02%
3,150
216
$150K 0.02%
119
+2
217
$150K 0.02%
3,625
218
$149K 0.02%
4,816
-241
219
$148K 0.02%
1,603
+3
220
$146K 0.02%
1,502
+1,000
221
$145K 0.02%
341
+250
222
$142K 0.02%
4,467
-150
223
$142K 0.02%
400
224
$141K 0.02%
15,930
-1,800
225
$140K 0.02%
1,851
-222
7 8
9
10 11