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
376
$7K ﹤0.01%
+125
377
$7K ﹤0.01%
+477
378
$6K ﹤0.01%
+1,600
379
$6K ﹤0.01%
+173
380
$6K ﹤0.01%
+476
381
$6K ﹤0.01%
+76
382
$6K ﹤0.01%
+165
383
$6K ﹤0.01%
+700
384
$5K ﹤0.01%
+112
385
$5K ﹤0.01%
+124
386
$5K ﹤0.01%
+227
387
$5K ﹤0.01%
+20
388
$5K ﹤0.01%
+100
389
$5K ﹤0.01%
+70
390
$5K ﹤0.01%
+83
391
$5K ﹤0.01%
+100
392
$5K ﹤0.01%
+63
393
$5K ﹤0.01%
+50
394
$5K ﹤0.01%
+100
395
$5K ﹤0.01%
+100
396
$5K ﹤0.01%
+45
397
$5K ﹤0.01%
+303
398
$5K ﹤0.01%
+600
399
$4K ﹤0.01%
+128
400
$4K ﹤0.01%
+270