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
551
$5K ﹤0.01%
138
552
$5K ﹤0.01%
+48
553
$5K ﹤0.01%
102
554
$5K ﹤0.01%
55
555
$5K ﹤0.01%
1,950
556
$5K ﹤0.01%
+40
557
$5K ﹤0.01%
42
+16
558
$4K ﹤0.01%
50
559
$4K ﹤0.01%
140
560
$4K ﹤0.01%
+36
561
$4K ﹤0.01%
79
562
$4K ﹤0.01%
119
563
$4K ﹤0.01%
189
564
$4K ﹤0.01%
77
565
$4K ﹤0.01%
303
566
$4K ﹤0.01%
20
+7
567
$4K ﹤0.01%
980
+330
568
$3K ﹤0.01%
34
569
$3K ﹤0.01%
100
570
$3K ﹤0.01%
90
571
$3K ﹤0.01%
+52
572
$3K ﹤0.01%
30
573
$3K ﹤0.01%
+20
574
$3K ﹤0.01%
26
575
$3K ﹤0.01%
+125