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
401
$20K 0.01%
210
402
$20K 0.01%
675
403
$20K 0.01%
1,740
-400
404
$20K 0.01%
+62
405
$20K 0.01%
409
406
$20K 0.01%
430
407
$19K 0.01%
339
408
$19K 0.01%
129
409
$19K 0.01%
400
410
$19K 0.01%
561
411
$19K 0.01%
153
412
$19K 0.01%
145
413
$19K 0.01%
530
414
$18K ﹤0.01%
128
+64
415
$18K ﹤0.01%
1,878
416
$18K ﹤0.01%
500
417
$18K ﹤0.01%
220
418
$18K ﹤0.01%
1,400
419
$18K ﹤0.01%
200
420
$18K ﹤0.01%
135
421
$18K ﹤0.01%
56
+10
422
$18K ﹤0.01%
70
423
$18K ﹤0.01%
500
424
$17K ﹤0.01%
152
+22
425
$17K ﹤0.01%
365