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
$368M
AUM Growth
+$86K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.4%
2 Financials 2.49%
3 Industrials 2.03%
4 Healthcare 1.99%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$33K 0.01%
3,666
+493
352
$32K 0.01%
650
353
$32K 0.01%
210
354
$32K 0.01%
694
-332
355
$32K 0.01%
1,000
356
$31K 0.01%
266
+64
357
$30K 0.01%
579
+243
358
$30K 0.01%
2,000
359
$30K 0.01%
1,432
360
$30K 0.01%
1,355
361
$29K 0.01%
408
362
$29K 0.01%
200
363
$29K 0.01%
530
364
$29K 0.01%
464
365
$29K 0.01%
1,500
366
$28K 0.01%
175
367
$28K 0.01%
188
368
$28K 0.01%
246
369
$28K 0.01%
2,000
370
$28K 0.01%
460
+265
371
$28K 0.01%
852
-8
372
$27K 0.01%
450
373
$27K 0.01%
184
374
$27K 0.01%
1,350
+250
375
$27K 0.01%
305