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
451
$15.5K ﹤0.01%
475
452
$15.4K ﹤0.01%
+131
453
$15.1K ﹤0.01%
100
-200
454
$15K ﹤0.01%
1,100
455
$14.8K ﹤0.01%
91
+12
456
$14.8K ﹤0.01%
88
+9
457
$14.7K ﹤0.01%
104
+13
458
$14.5K ﹤0.01%
224
459
$14.4K ﹤0.01%
657
+135
460
$14.4K ﹤0.01%
150
461
$14.2K ﹤0.01%
113
+43
462
$14.1K ﹤0.01%
171
463
$14K ﹤0.01%
129
464
$14K ﹤0.01%
146
465
$14K ﹤0.01%
220
466
$13.8K ﹤0.01%
192
467
$13.8K ﹤0.01%
155
468
$13.7K ﹤0.01%
+42
469
$13.6K ﹤0.01%
204
470
$13.6K ﹤0.01%
+71
471
$13.6K ﹤0.01%
105
472
$13.6K ﹤0.01%
476
473
$13.4K ﹤0.01%
+801
474
$13.4K ﹤0.01%
223
+30
475
$13.3K ﹤0.01%
+80