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
526
$7K ﹤0.01%
276
+4
527
$7K ﹤0.01%
25
528
$7K ﹤0.01%
38
529
$6K ﹤0.01%
25
530
$6K ﹤0.01%
65
531
$6K ﹤0.01%
300
532
$6K ﹤0.01%
20
533
$6K ﹤0.01%
100
534
$6K ﹤0.01%
100
535
$6K ﹤0.01%
70
536
$6K ﹤0.01%
23
537
$6K ﹤0.01%
60
538
$6K ﹤0.01%
218
539
$6K ﹤0.01%
452
540
$5K ﹤0.01%
42
541
$5K ﹤0.01%
85
542
$5K ﹤0.01%
210
543
$5K ﹤0.01%
189
544
$5K ﹤0.01%
28
545
$5K ﹤0.01%
85
546
$5K ﹤0.01%
+53
547
$5K ﹤0.01%
88
548
$5K ﹤0.01%
27
549
$5K ﹤0.01%
550
550
$5K ﹤0.01%
99