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
$490M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.53%
2 Industrials 1.6%
3 Healthcare 1.6%
4 Consumer Discretionary 1.59%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$22.3K ﹤0.01%
618
+163
402
$22K ﹤0.01%
165
+110
403
$21.9K ﹤0.01%
363
+109
404
$21.8K ﹤0.01%
172
405
$21.7K ﹤0.01%
1,432
406
$21.7K ﹤0.01%
83
+21
407
$21.5K ﹤0.01%
1,728
408
$21.3K ﹤0.01%
540
409
$21.2K ﹤0.01%
1,210
410
$21.2K ﹤0.01%
2,060
411
$21.2K ﹤0.01%
+46
412
$20.9K ﹤0.01%
642
+250
413
$20.8K ﹤0.01%
767
414
$20.7K ﹤0.01%
91
415
$20.4K ﹤0.01%
468
416
$20.1K ﹤0.01%
455
417
$20.1K ﹤0.01%
1,750
418
$19.9K ﹤0.01%
2,046
419
$19.8K ﹤0.01%
1,280
420
$19.6K ﹤0.01%
605
421
$19.4K ﹤0.01%
975
422
$19.2K ﹤0.01%
328
+128
423
$19.1K ﹤0.01%
200
424
$19K ﹤0.01%
2,000
425
$18.7K ﹤0.01%
850