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 | |
|---|---|---|---|---|---|---|---|
| $45.3K | 0.01% | 4,040 +43 | +1% | +$483 | |||
| $45K | 0.01% | 599 -21 | -3% | -$1.58K | |||
| $44.7K | 0.01% | 254 +130 | +105% | +$22.9K | |||
| $44.7K | 0.01% | 6,000 | – | – | |||
| $44.7K | 0.01% | 481 | – | – | |||
| $44.2K | 0.01% | 1,248 | – | – | |||
| $43.7K | 0.01% | 207 | – | – | |||
| $43.7K | 0.01% | 256 -6 | -2% | -$1.02K | |||
| $43.6K | 0.01% | 212 | – | – | |||
| $42.9K | 0.01% | 225 -27 | -11% | -$5.15K | |||
| $42.5K | 0.01% | 840 -400 | -32% | -$20.2K | |||
| $42.5K | 0.01% | 139 | – | – | |||
| $42.2K | 0.01% | 987 -48 | -5% | -$2.05K | |||
| $42K | 0.01% | 2,119 | – | – | |||
| $41.9K | 0.01% | 849 | – | – | |||
| $41.1K | 0.01% | 317 +300 | +1,765% | +$38.9K | |||
| $41K | 0.01% | 467 -28 | -6% | -$2.46K | |||
| $40.8K | 0.01% | 152 -50 | -25% | -$13.4K | |||
| $40.6K | 0.01% | 1,047 | – | – | |||
| $40.6K | 0.01% | 1,310 -200 | -13% | -$6.2K | |||
| $40.5K | 0.01% | 123 +26 | +27% | +$8.55K | |||
| $40.1K | 0.01% | 1,100 -362 | -25% | -$13.2K | |||
| $39.9K | 0.01% | 275 | – | – | |||
| $39.3K | 0.01% | 351 +67 | +24% | +$7.51K | |||
| $39.3K | 0.01% | 4,830 +100 | +2% | +$814 |
