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 | |
|---|---|---|---|---|---|---|---|
| $24.3K | 0% | 123 | – | – | |||
| $24.1K | 0% | 497 | – | – | |||
| $24K | 0% | 150 | – | – | |||
| $23.9K | 0% | 400 -100 | -20% | -$5.98K | |||
| $23.3K | 0% | 3,914 | – | – | |||
| $23.2K | 0% | 975 | – | – | |||
| $23K | 0% | 211 | – | – | |||
| $22.8K | 0% | 680 -8 | -1% | -$269 | |||
| $22.4K | 0% | 100 -3 | -3% | -$672 | |||
| $22.2K | 0% | 561 | – | – | |||
| $22.1K | 0% | 210 | – | – | |||
| $22K | 0% | 5,372 | – | – | |||
| $22K | 0% | 2,046 | – | – | |||
| $21.9K | 0% | 342 | – | – | |||
| $21.6K | 0% | 248 -21 | -8% | -$1.83K | |||
| $21.5K | 0% | 32 | – | – | |||
| $21.5K | 0% | 342 | – | – | |||
| $21.2K | 0% | 220 | – | – | |||
| $21.2K | 0% | 16 | – | – | |||
| $20.8K | 0% | 328 -301 | -48% | -$19.1K | |||
| $20.8K | 0% | 200 | – | – | |||
| $20.7K | 0% | 35 | – | – | |||
| $20.6K | 0% | 150 | – | – | |||
| $20.5K | 0% | 406 | – | – | |||
| $20.4K | 0% | 200 | – | – |
