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 | |
|---|---|---|---|---|---|---|---|
| $114K | 0.02% | 900 | – | – | |||
| $114K | 0.02% | 2,575 | – | – | |||
| $114K | 0.02% | 660 +406 | +160% | +$70.1K | |||
| $113K | 0.02% | 966 +179 | +23% | +$20.9K | |||
| $111K | 0.01% | 3,052 | – | – | |||
| $111K | 0.01% | 258 | – | – | |||
| $110K | 0.01% | 901 -45 | -5% | -$5.48K | |||
| $110K | 0.01% | 716 | – | – | |||
| $110K | 0.01% | 531 | – | – | |||
| $109K | 0.01% | 547 | – | – | |||
| $107K | 0.01% | 1,027 +79 | +8% | +$8.26K | |||
| $106K | 0.01% | 214 +45 | +27% | +$22.3K | |||
| $104K | 0.01% | 1,500 | New | +$104K | |||
| $104K | 0.01% | 1,110 -26 | -2% | -$2.44K | |||
| $101K | 0.01% | 1,010 | – | – | |||
| $99.3K | 0.01% | 820 | – | – | |||
| $98.4K | 0.01% | 413 | – | – | |||
| $98.2K | 0.01% | 1,064 | New | +$98.2K | |||
| $94.2K | 0.01% | 1,672 +3 | +0.2% | +$169 | |||
| $93.3K | 0.01% | 2,750 | – | – | |||
| $93.1K | 0.01% | 3,700 | – | – | |||
| $92.9K | 0.01% | 731 +576 | +372% | +$73.2K | |||
| $91.4K | 0.01% | 3,775 | – | – | |||
| $90.9K | 0.01% | 3,600 | – | – | |||
| $90.7K | 0.01% | 3,750 | – | – |
