HWA

HHM Wealth Advisors Portfolio holdings

AUM $743M
AUM
$743M
AUM Growth
+$7.43M
Cap. Flow
+$30.8M
Cap. Flow %
4.15%
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

1Technology5.69%
2Financials2.54%
3Consumer Discretionary2.29%
4Industrials2.18%
5Healthcare1.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$29.5K0%153
+112
+273%
+$21.6K
$29.5K0%77 New
+$29.5K
$29.1K0%16,822 New
+$29.1K
$28.8K0%1,500 ––
$28.8K0%225 ––
$28.6K0%400
-16
-4%
-$1.15K
$28.5K0%790 ––
$28.4K0%1,522 New
+$28.4K
$28K0%1,500 ––
$27.6K0%267 New
+$27.6K
$27.3K0%1,470
+86
+6%
+$1.6K
$27.2K0%226 ––
$26.9K0%334
+285
+582%
+$23K
$26.8K0%167
+29
+21%
+$4.66K
$26.1K0%540
-4
-0.7%
-$193
$26.1K0%1,569
+34
+2%
+$565
$26K0%718 ––
$25.8K0%667
+460
+222%
+$17.8K
$25.8K0%833 ––
$25.6K0%530
-350
-40%
-$16.9K
$25.5K0%900 ––
$25.4K0%400 ––
$24.7K0%20 ––
$24.6K0%498
+1
+0.2%
+$49
$24.4K0%1,600 New
+$24.4K
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