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 | |
|---|---|---|---|---|---|---|---|
| $38.7K | 0.01% | 57 -10 | -15% | -$6.8K | |||
| $38.6K | 0.01% | 263 | – | – | |||
| $38.5K | 0.01% | 390 +100 | +34% | +$9.87K | |||
| $38K | 0.01% | 1,040 | New | +$38K | |||
| $37.7K | 0.01% | 1,025 | – | – | |||
| $37.3K | 0.01% | 525 +467 | +805% | +$33.2K | |||
| $36.2K | 0% | 1,195 | – | – | |||
| $35.9K | 0% | 1,007 | – | – | |||
| $35.7K | 0% | 57 -2 | -3% | -$1.25K | |||
| $35.2K | 0% | 259 -45 | -15% | -$6.12K | |||
| $35K | 0% | 1,653 | – | – | |||
| $34.8K | 0% | 123 | – | – | |||
| $34.5K | 0% | 529 | – | – | |||
| $34.4K | 0% | 545 | – | – | |||
| $34.4K | 0% | 1,104 | – | – | |||
| $34.4K | 0% | 656 | – | – | |||
| $34.4K | 0% | 224 | – | – | |||
| $34.3K | 0% | 435 | – | – | |||
| $34.1K | 0% | 260 +60 | +30% | +$7.86K | |||
| $34K | 0% | 1,215 | – | – | |||
| $34K | 0% | 190 | – | – | |||
| $33.8K | 0% | 97 | – | – | |||
| $33.8K | 0% | 1,000 | – | – | |||
| $33.3K | 0% | 76 | – | – | |||
| $33.2K | 0% | 444 | – | – |
