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
451
$14K ﹤0.01%
180
452
$14K ﹤0.01%
125
453
$14K ﹤0.01%
167
454
$14K ﹤0.01%
350
-145
455
$14K ﹤0.01%
111
+33
456
$14K ﹤0.01%
100
457
$14K ﹤0.01%
204
458
$14K ﹤0.01%
291
459
$13K ﹤0.01%
143
+110
460
$13K ﹤0.01%
230
461
$13K ﹤0.01%
192
462
$13K ﹤0.01%
+164
463
$13K ﹤0.01%
+82
464
$13K ﹤0.01%
+58
465
$13K ﹤0.01%
200
466
$13K ﹤0.01%
550
-100
467
$13K ﹤0.01%
63
468
$13K ﹤0.01%
101
469
$13K ﹤0.01%
287
470
$13K ﹤0.01%
300
471
$12K ﹤0.01%
224
472
$12K ﹤0.01%
250
473
$12K ﹤0.01%
500
474
$12K ﹤0.01%
54
475
$12K ﹤0.01%
227