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
$250M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.42%
2 Financials 2.54%
3 Industrials 2.18%
4 Consumer Discretionary 2.12%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$14K 0.01%
164
352
$14K 0.01%
2,110
353
$14K 0.01%
365
354
$14K 0.01%
105
355
$14K 0.01%
200
356
$14K 0.01%
111
357
$14K 0.01%
84
358
$14K 0.01%
+1,432
359
$13K 0.01%
533
360
$13K 0.01%
175
+125
361
$13K 0.01%
700
362
$13K 0.01%
145
363
$13K 0.01%
+305
364
$13K 0.01%
+292
365
$12K ﹤0.01%
230
366
$12K ﹤0.01%
+250
367
$12K ﹤0.01%
150
368
$12K ﹤0.01%
239
369
$12K ﹤0.01%
398
370
$12K ﹤0.01%
+155
371
$12K ﹤0.01%
+360
372
$12K ﹤0.01%
530
373
$12K ﹤0.01%
63
374
$12K ﹤0.01%
200
375
$12K ﹤0.01%
204