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 | |
|---|---|---|---|---|---|---|---|
| $16.1K | 0% | 44 -3 | -6% | -$1.1K | |||
| $16.1K | 0% | 620 -26 | -4% | -$675 | |||
| $16K | 0% | 1,288 -70 | -5% | -$872 | |||
| $15.7K | 0% | 2,402 | – | – | |||
| $15.5K | 0% | 200 | – | – | |||
| $15.3K | 0% | 415 -273 | -40% | -$10.1K | |||
| $15.2K | 0% | 88 | – | – | |||
| $15.1K | 0% | 286 | – | – | |||
| $15.1K | 0% | 143 | New | +$15.1K | |||
| $14.9K | 0% | 134 | – | – | |||
| $14.8K | 0% | 204 | New | +$14.8K | |||
| $14.8K | 0% | 1,400 | – | – | |||
| $14.7K | 0% | 200 | – | – | |||
| $14.6K | 0% | 131 +96 | +274% | +$10.7K | |||
| $14.6K | 0% | 475 +127 | +36% | +$3.91K | |||
| $14.6K | 0% | 179 | – | – | |||
| $14.6K | 0% | 100 | – | – | |||
| $14.6K | 0% | 55 +10 | +22% | +$2.65K | |||
| $14.5K | 0% | 65 | – | – | |||
| $14.5K | 0% | 2 | – | – | |||
| $14.5K | 0% | 141 +1 | +0.7% | +$103 | |||
| $14.4K | 0% | 225 -14 | -6% | -$893 | |||
| $14.3K | 0% | 510 | – | – | |||
| $14.3K | 0% | 237 | – | – | |||
| $14.3K | 0% | 169 | New | +$14.3K |
