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
476
$13.2K ﹤0.01%
184
477
$12.8K ﹤0.01%
2,500
478
$12.5K ﹤0.01%
285
+103
479
$12.5K ﹤0.01%
300
480
$12.5K ﹤0.01%
+248
481
$12.4K ﹤0.01%
+489
482
$12.3K ﹤0.01%
+296
483
$12.3K ﹤0.01%
226
+184
484
$12.2K ﹤0.01%
178
485
$12.2K ﹤0.01%
+326
486
$12.1K ﹤0.01%
144
487
$11.9K ﹤0.01%
520
488
$11.7K ﹤0.01%
600
489
$11.6K ﹤0.01%
225
490
$11.6K ﹤0.01%
666
491
$11.6K ﹤0.01%
245
-49
492
$11.6K ﹤0.01%
140
493
$11.5K ﹤0.01%
+300
494
$11.4K ﹤0.01%
+612
495
$11.4K ﹤0.01%
263
+52
496
$11.4K ﹤0.01%
129
-97
497
$11.3K ﹤0.01%
360
498
$11.3K ﹤0.01%
291
499
$11.2K ﹤0.01%
+300
500
$11.2K ﹤0.01%
1,365