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 | |
|---|---|---|---|---|---|---|---|
| $33.1K | 0% | 1,130 | – | – | |||
| $32.8K | 0% | 848 | – | – | |||
| $32.8K | 0% | 913 | – | – | |||
| $32.7K | 0% | 263 | – | – | |||
| $32.7K | 0% | 82 +29 | +55% | +$11.6K | |||
| $32.7K | 0% | 125 | – | – | |||
| $32.7K | 0% | 483 | – | – | |||
| $32.4K | 0% | 927 | – | – | |||
| $32.3K | 0% | 390 +85 | +28% | +$7.05K | |||
| $32.1K | 0% | 465 | – | – | |||
| $31.9K | 0% | 2,100 -7 | -0.3% | -$106 | |||
| $31.8K | 0% | 450 | – | – | |||
| $31.5K | 0% | 740 | – | – | |||
| $31.4K | 0% | 221 | – | – | |||
| $31.4K | 0% | 560 | – | – | |||
| $31.1K | 0% | 2,076 | – | – | |||
| $31K | 0% | 850 -350 | -29% | -$12.8K | |||
| $30.9K | 0% | 234 | – | – | |||
| $30.9K | 0% | 565 -180 | -24% | -$9.86K | |||
| $30.8K | 0% | 1,000 -750 | -43% | -$23.1K | |||
| $30.7K | 0% | 270 +269 | +26,900% | +$30.6K | |||
| $30.5K | 0% | 416 +46 | +12% | +$3.37K | |||
| $30.4K | 0% | 278 +1 | +0.4% | +$109 | |||
| $30.3K | 0% | 535 -46 | -8% | -$2.6K | |||
| $30.3K | 0% | 404 | – | – |
