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 | |
|---|---|---|---|---|---|---|---|
| $14.2K | 0% | 230 | – | – | |||
| $13.9K | 0% | 56 | – | – | |||
| $13.8K | 0% | 107 | – | – | |||
| $13.6K | 0% | 849 | – | – | |||
| $13.6K | 0% | 375 -12 | -3% | -$434 | |||
| $13.6K | 0% | 239 | – | – | |||
| $13.5K | 0% | 589 | – | – | |||
| $13.5K | 0% | 31 | – | – | |||
| $13.5K | 0% | 601 | – | – | |||
| $13.5K | 0% | 2,500 | – | – | |||
| $13.1K | 0% | 137 | – | – | |||
| $13.1K | 0% | 150 -2 | -1% | -$175 | |||
| $12.9K | 0% | 2,350 | – | – | |||
| $12.8K | 0% | 77 | – | – | |||
| $12.7K | 0% | 20 | – | – | |||
| $12.5K | 0% | 2,000 | – | – | |||
| $12.5K | 0% | 264 | – | – | |||
| $12.5K | 0% | 806 | – | – | |||
| $12.4K | 0% | 100 -4 | -4% | -$498 | |||
| $12.2K | 0% | 601 -60 | -9% | -$1.21K | |||
| $11.6K | 0% | 200 -35 | -15% | -$2.03K | |||
| $11.5K | 0% | 500 -200 | -29% | -$4.6K | |||
| $11.2K | 0% | 123 -250 | -67% | -$22.8K | |||
| $11.2K | 0% | 182 | – | – | |||
| $11.2K | 0% | 500 | – | – |
