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 | |
|---|---|---|---|---|---|---|---|
| $90.4K | 0.01% | 809 -9 | -1% | -$1.01K | |||
| $88.9K | 0.01% | 881 +103 | +13% | +$10.4K | |||
| $86.4K | 0.01% | 1,838 +232 | +14% | +$10.9K | |||
| $85.6K | 0.01% | 750 -3 | -0.4% | -$342 | |||
| $85.5K | 0.01% | 1,164 +1 | +0.1% | +$73 | |||
| $85.2K | 0.01% | 1,258 -48 | -4% | -$3.25K | |||
| $85.2K | 0.01% | 107 +85 | +386% | +$67.7K | |||
| $84.2K | 0.01% | 765 | – | – | |||
| $84.2K | 0.01% | 860 | – | – | |||
| $84.2K | 0.01% | 1,043 -18 | -2% | -$1.45K | |||
| $83K | 0.01% | 945 -3 | -0.3% | -$264 | |||
| $82.5K | 0.01% | 1,803 | – | – | |||
| $82.1K | 0.01% | 851 | – | – | |||
| $81.8K | 0.01% | 825 | – | – | |||
| $80.5K | 0.01% | 285 -3 | -1% | -$848 | |||
| $80.3K | 0.01% | 1,600 | – | – | |||
| $80.2K | 0.01% | 191 | – | – | |||
| $80.1K | 0.01% | 2,600 | – | – | |||
| $79.5K | 0.01% | 84 | – | – | |||
| $79.1K | 0.01% | 258 | – | – | |||
| $79K | 0.01% | 1,478 | – | – | |||
| $78.6K | 0.01% | 1,091 -161 | -13% | -$11.6K | |||
| $77.2K | 0.01% | 844 -38 | -4% | -$3.48K | |||
| $76.6K | 0.01% | 3,161 -300 | -9% | -$7.27K | |||
| $76.4K | 0.01% | 63,692 | – | – |
