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
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$1K ﹤0.01%
+300
452
$1K ﹤0.01%
+150
453
$1K ﹤0.01%
+102
454
$1K ﹤0.01%
+65
455
$1K ﹤0.01%
+34
456
$1K ﹤0.01%
+20
457
$1K ﹤0.01%
+550
458
$1K ﹤0.01%
+300
459
$1K ﹤0.01%
+1,000
460
$1K ﹤0.01%
+27
461
$0 ﹤0.01%
+4
462
$0 ﹤0.01%
+20
463
$0 ﹤0.01%
+1
464
$0 ﹤0.01%
+10
465
$0 ﹤0.01%
+10
466
$0 ﹤0.01%
+5
467
$0 ﹤0.01%
+1
468
$0 ﹤0.01%
+18
469
$0 ﹤0.01%
+50
470
$0 ﹤0.01%
+76
471
$0 ﹤0.01%
+10
472
-36,570
473
$0 ﹤0.01%
+23
474
$0 ﹤0.01%
+8
475
$0 ﹤0.01%
+107