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
$490M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.53%
2 Industrials 1.6%
3 Healthcare 1.6%
4 Consumer Discretionary 1.59%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$30.4K 0.01%
670
352
$30.3K 0.01%
886
353
$30.1K 0.01%
479
354
$30.1K 0.01%
1,215
355
$30.1K 0.01%
210
356
$30K 0.01%
460
357
$29.6K 0.01%
585
+2
358
$29.1K 0.01%
+80
359
$29K 0.01%
1,500
-60
360
$29K 0.01%
+577
361
$28.8K 0.01%
246
362
$28.4K 0.01%
1,033
363
$28.3K 0.01%
219
364
$28K 0.01%
1,900
365
$27.9K 0.01%
418
366
$27.7K 0.01%
444
367
$27.7K 0.01%
386
368
$27.4K 0.01%
71
+9
369
$27.4K 0.01%
90
+70
370
$27K 0.01%
1,490
371
$26.8K 0.01%
665
372
$26.8K 0.01%
401
+39
373
$26.4K 0.01%
350
374
$26.4K 0.01%
190
+171
375
$26.3K 0.01%
960