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
$250M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.42%
2 Financials 2.54%
3 Industrials 2.18%
4 Consumer Discretionary 2.12%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
+50
402
$8K ﹤0.01%
224
403
$8K ﹤0.01%
227
404
$8K ﹤0.01%
200
405
$8K ﹤0.01%
142
406
$8K ﹤0.01%
141
407
$8K ﹤0.01%
477
408
$8K ﹤0.01%
303
409
$7K ﹤0.01%
25
410
$7K ﹤0.01%
50
411
$7K ﹤0.01%
107
412
$7K ﹤0.01%
173
413
$7K ﹤0.01%
+350
414
$7K ﹤0.01%
40
415
$7K ﹤0.01%
70
416
$7K ﹤0.01%
240
417
$7K ﹤0.01%
700
418
$6K ﹤0.01%
381
+100
419
$6K ﹤0.01%
260
420
$6K ﹤0.01%
100
421
$6K ﹤0.01%
550
422
$6K ﹤0.01%
39
423
$6K ﹤0.01%
63
424
$6K ﹤0.01%
100
425
$6K ﹤0.01%
210