HWA
HHM Wealth Advisors Portfolio holdings
AUM $743M
AUM
$743M
AUM Growth
+$7.43M (+1%)
Cap. Flow
+$30.8M
Cap. Flow % of AUM
4.15%
Top 10 Holdings %Top 10 Hldgs %
67.61%
Holding
1,056
New
46
Increased
164
Reduced
179
Closed
134
Top Buys
| 1 | $11.8M | |
| 2 | $5.05M | |
| 3 | $3.07M | |
| 4 | $2.87M | |
| 5 | $2.78M |
Top Sells
| 1 | $646K | |
| 2 | $382K | |
| 3 | $273K | |
| 4 | $261K | |
| 5 | $229K |
Sector Composition
| 1 | Technology | 5.69% |
| 2 | Financials | 2.54% |
| 3 | Consumer Discretionary | 2.29% |
| 4 | Industrials | 2.18% |
| 5 | Healthcare | 1.69% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $143K | 0.02% | 2,200 +1,700 | +340% | +$111K | |||
| $143K | 0.02% | 341 | – | – | |||
| $143K | 0.02% | 2,074 | – | – | |||
| $142K | 0.02% | 2,240 -39 | -2% | -$2.47K | |||
| $141K | 0.02% | 650 +3 | +0.5% | +$651 | |||
| $139K | 0.02% | 3,625 | – | – | |||
| $135K | 0.02% | 1,196 +5 | +0.4% | +$566 | |||
| $134K | 0.02% | 549 +5 | +0.9% | +$1.22K | |||
| $132K | 0.02% | 1,250 -1 | -0.1% | -$105 | |||
| $130K | 0.02% | 4,636 -525 | -10% | -$14.8K | |||
| $128K | 0.02% | 344 +78 | +29% | +$29K | |||
| $128K | 0.02% | 861 | – | – | |||
| $128K | 0.02% | 4,287 -180 | -4% | -$5.36K | |||
| $127K | 0.02% | 400 | – | – | |||
| $126K | 0.02% | 1,462 -9 | -0.6% | -$774 | |||
| $125K | 0.02% | 245 | – | – | |||
| $123K | 0.02% | 1,350 | New | +$123K | |||
| $123K | 0.02% | 1,286 | – | – | |||
| $121K | 0.02% | 1,913 +62 | +3% | +$3.94K | |||
| $119K | 0.02% | 3,218 | – | – | |||
| $118K | 0.02% | 1,421 | – | – | |||
| $117K | 0.02% | 1,027 | – | – | |||
| $117K | 0.02% | 2,828 | – | – | |||
| $116K | 0.02% | 1,420 -381 | -21% | -$31.2K | |||
| $115K | 0.02% | 2,215 -935 | -30% | -$48.6K |
