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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$20K 0.01%
+200
302
$19K 0.01%
18,322
303
$19K 0.01%
+2,000
304
$18K 0.01%
+246
305
$18K 0.01%
+634
306
$18K 0.01%
+875
307
$18K 0.01%
+2,000
308
$18K 0.01%
+409
309
$18K 0.01%
+207
310
$18K 0.01%
+191
311
$17K 0.01%
+122
312
$17K 0.01%
+975
313
$17K 0.01%
+141
314
$17K 0.01%
+382
315
$17K 0.01%
+505
316
$16K 0.01%
+178
317
$16K 0.01%
+118
318
$16K 0.01%
+528
319
$16K 0.01%
+139
320
$16K 0.01%
+740
321
$16K 0.01%
+571
322
$15K 0.01%
+533
323
$15K 0.01%
+312
324
$15K 0.01%
+125
325
$15K 0.01%
+292