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 | |
|---|---|---|---|---|---|---|---|
| $52.8K | 0.01% | 254 | – | – | |||
| $51.9K | 0.01% | 1,688 -1,817 | -52% | -$55.8K | |||
| $51.8K | 0.01% | 233 | – | – | |||
| $51.7K | 0.01% | 430 | – | – | |||
| $51.4K | 0.01% | 364 -101 | -22% | -$14.3K | |||
| $51.4K | 0.01% | 1,014 | – | – | |||
| $51.3K | 0.01% | 400 | – | – | |||
| $51.2K | 0.01% | 1,280 | – | – | |||
| $51K | 0.01% | 849 | – | – | |||
| $51K | 0.01% | 387 | – | – | |||
| $50.9K | 0.01% | 1,690 | – | – | |||
| $50.8K | 0.01% | 2,000 | – | – | |||
| $50.5K | 0.01% | 560 +244 | +77% | +$22K | |||
| $50.4K | 0.01% | 5,025 +86 | +2% | +$863 | |||
| $50.1K | 0.01% | 3,515 +69 | +2% | +$984 | |||
| $49.9K | 0.01% | 241 | – | – | |||
| $49.1K | 0.01% | 665 | – | – | |||
| $48.3K | 0.01% | 143 | – | – | |||
| $48.3K | 0.01% | 396 | – | – | |||
| $47.9K | 0.01% | 492 -5 | -1% | -$487 | |||
| $47.8K | 0.01% | 700 | – | – | |||
| $47K | 0.01% | 3,875 +1,175 | +44% | +$14.3K | |||
| $46.9K | 0.01% | 249 | – | – | |||
| $46.8K | 0.01% | 1,400 | New | +$46.8K | |||
| $46.5K | 0.01% | 800 | – | – |
