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 | |
|---|---|---|---|---|---|---|---|
| $20.4K | 0% | 310 +305 | +6,100% | +$20.1K | |||
| $20.2K | 0% | 83 -7 | -8% | -$1.71K | |||
| $20.2K | 0% | 666 | – | – | |||
| $20.2K | 0% | 200 | – | – | |||
| $20K | 0% | 88 | – | – | |||
| $19.6K | 0% | 188 | – | – | |||
| $19.6K | 0% | 187 +150 | +405% | +$15.7K | |||
| $19.4K | 0% | 435 | – | – | |||
| $19.1K | 0% | 620 | – | – | |||
| $18.6K | 0% | 800 -200 | -20% | -$4.66K | |||
| $18.4K | 0% | 4,300 | – | – | |||
| $18.3K | 0% | 986 | – | – | |||
| $17.9K | 0% | 67 | – | – | |||
| $17.8K | 0% | 2,060 | – | – | |||
| $17.8K | 0% | 410 -857 | -68% | -$37.1K | |||
| $17.6K | 0% | 150 | – | – | |||
| $17.1K | 0% | 358 | – | – | |||
| $17.1K | 0% | 173 -60 | -26% | -$5.92K | |||
| $16.8K | 0% | 204 | – | – | |||
| $16.8K | 0% | 1,500 | – | – | |||
| $16.8K | 0% | 104 | – | – | |||
| $16.6K | 0% | 490 | – | – | |||
| $16.6K | 0% | 256 -400 | -61% | -$25.9K | |||
| $16.5K | 0% | 123 -4 | -3% | -$537 | |||
| $16.3K | 0% | 144 | – | – |
