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
501
$11.2K ﹤0.01%
39
502
$11.1K ﹤0.01%
2
503
$11.1K ﹤0.01%
156
504
$11.1K ﹤0.01%
+276
505
$11.1K ﹤0.01%
674
+218
506
$11.1K ﹤0.01%
1,350
507
$11.1K ﹤0.01%
100
508
$11.1K ﹤0.01%
+134
509
$11K ﹤0.01%
600
510
$11K ﹤0.01%
180
511
$10.9K ﹤0.01%
2,250
512
$10.8K ﹤0.01%
166
513
$10.8K ﹤0.01%
130
514
$10.7K ﹤0.01%
450
515
$10.4K ﹤0.01%
+33
516
$10.4K ﹤0.01%
52
517
$10.4K ﹤0.01%
50
518
$10.4K ﹤0.01%
530
+159
519
$10.3K ﹤0.01%
204
520
$10.3K ﹤0.01%
125
521
$10.3K ﹤0.01%
98
+18
522
$10.2K ﹤0.01%
625
523
$10.2K ﹤0.01%
+112
524
$10.2K ﹤0.01%
358
+137
525
$10.1K ﹤0.01%
552