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 | |
|---|---|---|---|---|---|---|---|
| $75K | 0.01% | 1,435 | – | – | |||
| $74.5K | 0.01% | 1,900 -400 | -17% | -$15.7K | |||
| $74.4K | 0.01% | 3,580 | – | – | |||
| $73.9K | 0.01% | 700 | – | – | |||
| $73.8K | 0.01% | 2,780 -28 | -1% | -$743 | |||
| $71.9K | 0.01% | 694 | – | – | |||
| $71.5K | 0.01% | 729 +460 | +171% | +$45.1K | |||
| $71.2K | 0.01% | 280 +40 | +17% | +$10.2K | |||
| $70.6K | 0.01% | 115 +56 | +95% | +$34.4K | |||
| $69.7K | 0.01% | 1,200 | – | – | |||
| $67.7K | 0.01% | 265 | – | – | |||
| $67.7K | 0.01% | 855 | – | – | |||
| $67.2K | 0.01% | 990 | – | – | |||
| $66.6K | 0.01% | 324 | – | – | |||
| $65.7K | 0.01% | 868 +155 | +22% | +$11.7K | |||
| $65.6K | 0.01% | 670 | – | – | |||
| $65.3K | 0.01% | 650 | – | – | |||
| $65K | 0.01% | 1,045 | – | – | |||
| $63.7K | 0.01% | 1,000 -170 | -15% | -$10.8K | |||
| $62.5K | 0.01% | 122 -5 | -4% | -$2.56K | |||
| $61.5K | 0.01% | 343 +208 | +154% | +$37.3K | |||
| $61.5K | 0.01% | 429 | – | – | |||
| $61.3K | 0.01% | 1,504 +38 | +3% | +$1.55K | |||
| $60.6K | 0.01% | 352 | – | – | |||
| $60.2K | 0.01% | 42 | – | – |
