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
376
$27K 0.01%
119
377
$27K 0.01%
740
378
$27K 0.01%
600
379
$26K 0.01%
500
380
$26K 0.01%
1,000
381
$26K 0.01%
400
382
$26K 0.01%
561
383
$25K 0.01%
588
384
$25K 0.01%
+1,075
385
$25K 0.01%
260
386
$24K 0.01%
156
387
$24K 0.01%
140
388
$24K 0.01%
131
389
$24K 0.01%
399
390
$23K 0.01%
118
391
$23K 0.01%
+665
392
$22K 0.01%
975
393
$21K 0.01%
540
394
$21K 0.01%
467
395
$21K 0.01%
188
396
$21K 0.01%
435
+66
397
$21K 0.01%
+200
398
$20K 0.01%
+605
399
$20K 0.01%
507
+73
400
$20K 0.01%
1,100