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
$490M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.53%
2 Industrials 1.6%
3 Healthcare 1.6%
4 Consumer Discretionary 1.59%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$60.7K 0.01%
176
252
$60.6K 0.01%
721
253
$60.1K 0.01%
1,038
+110
254
$60.1K 0.01%
265
255
$60K 0.01%
593
256
$58.1K 0.01%
258
-49
257
$57.9K 0.01%
380
258
$57.6K 0.01%
11,750
259
$57.1K 0.01%
750
260
$56.5K 0.01%
542
261
$55.8K 0.01%
1,054
262
$55.8K 0.01%
1,170
263
$55.6K 0.01%
1,160
264
$55.4K 0.01%
+1,466
265
$55.2K 0.01%
639
266
$55K 0.01%
283
267
$53K 0.01%
92
+30
268
$53K 0.01%
1,550
269
$52.7K 0.01%
694
+39
270
$52.4K 0.01%
1,282
+848
271
$51.1K 0.01%
750
272
$50.8K 0.01%
927
273
$50.4K 0.01%
2,450
-1,950
274
$50.3K 0.01%
440
275
$50.1K 0.01%
785
+480