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
$437M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.07%
2 Healthcare 1.72%
3 Industrials 1.66%
4 Consumer Discretionary 1.36%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11.6K ﹤0.01%
79
+21
427
$11.5K ﹤0.01%
50
428
$11.5K ﹤0.01%
79
429
$11.4K ﹤0.01%
225
+9
430
$11.4K ﹤0.01%
193
+24
431
$11.4K ﹤0.01%
600
432
$11.2K ﹤0.01%
130
433
$10.9K ﹤0.01%
2,250
434
$10.8K ﹤0.01%
360
435
$10.7K ﹤0.01%
520
436
$10.5K ﹤0.01%
+3,500
437
$10.4K ﹤0.01%
125
438
$10.4K ﹤0.01%
52
-68
439
$10.3K ﹤0.01%
156
440
$10.2K ﹤0.01%
182
441
$10.2K ﹤0.01%
70
+8
442
$10.1K ﹤0.01%
100
443
$10.1K ﹤0.01%
144
+40
444
$10.1K ﹤0.01%
26
+2
445
$10.1K ﹤0.01%
39
446
$10K ﹤0.01%
204
447
$9.85K ﹤0.01%
552
+48
448
$9.77K ﹤0.01%
1,031
-737
449
$9.67K ﹤0.01%
600
+300
450
$9.65K ﹤0.01%
441