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
326
$15K 0.01%
+271
327
$15K 0.01%
+283
328
$15K 0.01%
+149
329
$15K 0.01%
+350
330
$15K 0.01%
+705
331
$15K 0.01%
+185
332
$14K 0.01%
+592
333
$14K 0.01%
+100
334
$14K 0.01%
+480
335
$14K 0.01%
+1,400
336
$14K 0.01%
+125
337
$13K 0.01%
+700
338
$13K 0.01%
+239
339
$13K 0.01%
+400
340
$13K 0.01%
+241
341
$13K 0.01%
+301
342
$12K 0.01%
+540
343
$12K 0.01%
+150
344
$12K 0.01%
+431
345
$12K 0.01%
+200
346
$12K 0.01%
+372
347
$12K 0.01%
62,298
+1
348
$11K 0.01%
+105
349
$11K 0.01%
+204
350
$10K ﹤0.01%
+230