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
501
$9K ﹤0.01%
63
502
$9K ﹤0.01%
300
+225
503
$8K ﹤0.01%
+200
504
$8K ﹤0.01%
46
505
$8K ﹤0.01%
192
-11
506
$8K ﹤0.01%
+230
507
$8K ﹤0.01%
107
508
$8K ﹤0.01%
163
509
$8K ﹤0.01%
40
510
$8K ﹤0.01%
276
511
$8K ﹤0.01%
63
512
$8K ﹤0.01%
55
513
$8K ﹤0.01%
58
514
$8K ﹤0.01%
210
515
$7K ﹤0.01%
10
516
$7K ﹤0.01%
700
517
$7K ﹤0.01%
284
518
$7K ﹤0.01%
+100
519
$7K ﹤0.01%
50
-11
520
$7K ﹤0.01%
20
521
$7K ﹤0.01%
173
522
$7K ﹤0.01%
200
523
$7K ﹤0.01%
110
524
$7K ﹤0.01%
200
525
$7K ﹤0.01%
400