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
426
$17K ﹤0.01%
427
-22
427
$17K ﹤0.01%
+500
428
$17K ﹤0.01%
105
429
$17K ﹤0.01%
400
430
$17K ﹤0.01%
228
431
$17K ﹤0.01%
470
432
$17K ﹤0.01%
305
433
$17K ﹤0.01%
301
434
$17K ﹤0.01%
123
-21
435
$17K ﹤0.01%
433
436
$16K ﹤0.01%
+96
437
$16K ﹤0.01%
141
438
$16K ﹤0.01%
271
439
$16K ﹤0.01%
+307
440
$16K ﹤0.01%
155
441
$16K ﹤0.01%
400
-756
442
$16K ﹤0.01%
149
443
$16K ﹤0.01%
136
444
$16K ﹤0.01%
172
445
$16K ﹤0.01%
430
446
$16K ﹤0.01%
84
447
$15K ﹤0.01%
398
448
$15K ﹤0.01%
+252
449
$15K ﹤0.01%
+269
450
$15K ﹤0.01%
477