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
401
$4K ﹤0.01%
+163
402
$4K ﹤0.01%
+260
403
$4K ﹤0.01%
+121
404
$4K ﹤0.01%
+200
405
$4K ﹤0.01%
+36
406
$4K ﹤0.01%
+27
407
$4K ﹤0.01%
+100
408
$4K ﹤0.01%
+210
409
$4K ﹤0.01%
+70
410
$4K ﹤0.01%
+45
411
$3K ﹤0.01%
+700
412
$3K ﹤0.01%
+200
413
$3K ﹤0.01%
+50
414
$3K ﹤0.01%
+139
415
$3K ﹤0.01%
+2,110
416
$3K ﹤0.01%
+119
417
$3K ﹤0.01%
+30
418
$3K ﹤0.01%
+40
419
$3K ﹤0.01%
+550
420
$3K ﹤0.01%
+218
421
$3K ﹤0.01%
+363
422
$3K ﹤0.01%
+100
423
$3K ﹤0.01%
+360
424
$3K ﹤0.01%
+67
425
$3K ﹤0.01%
+66