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
351
$10K ﹤0.01%
+69
352
$10K ﹤0.01%
+188
353
$10K ﹤0.01%
+359
354
$10K ﹤0.01%
+600
355
$10K ﹤0.01%
+136
356
$10K ﹤0.01%
+200
357
$10K ﹤0.01%
+2,065
358
$9K ﹤0.01%
+398
359
$9K ﹤0.01%
+200
360
$9K ﹤0.01%
+546
361
$9K ﹤0.01%
+530
362
$9K ﹤0.01%
+1,300
363
$9K ﹤0.01%
+188
364
$8K ﹤0.01%
+224
365
$8K ﹤0.01%
+500
366
$8K ﹤0.01%
+112
367
$8K ﹤0.01%
+340
368
$8K ﹤0.01%
+145
369
$8K ﹤0.01%
+60
370
$8K ﹤0.01%
+600
371
$8K ﹤0.01%
+93
372
$8K ﹤0.01%
+252
373
$7K ﹤0.01%
+229
374
$7K ﹤0.01%
+324
375
$7K ﹤0.01%
+200