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 | |
|---|---|---|---|---|---|---|---|
| $9.41K | 0% | 2,250 | – | – | |||
| $9.4K | 0% | 76 | – | – | |||
| $9.38K | 0% | 3,875 | – | – | |||
| $9.2K | 0% | 221 | – | – | |||
| $9.07K | 0% | 158 | – | – | |||
| $9.07K | 0% | 195 -2,210 | -92% | -$103K | |||
| $9.06K | 0% | 153 | – | – | |||
| $8.97K | 0% | 309 | – | – | |||
| $8.77K | 0% | 1,455 +105 | +8% | +$633 | |||
| $8.41K | 0% | 36 | – | – | |||
| $8.31K | 0% | 127 | – | – | |||
| $8.3K | 0% | 170 | – | – | |||
| $8.28K | 0% | 1,210 | – | – | |||
| $8.23K | 0% | 200 | – | – | |||
| $8.1K | 0% | 60 -5 | -8% | -$675 | |||
| $8.1K | 0% | 88 | – | – | |||
| $8.08K | 0% | 27 -3 | -10% | -$898 | |||
| $8K | 0% | 300 -500 | -63% | -$13.3K | |||
| $7.92K | 0% | 75 -14 | -16% | -$1.48K | |||
| $7.91K | 0% | 300 | – | – | |||
| $7.88K | 0% | 50 | – | – | |||
| $7.84K | 0% | 818 | – | – | |||
| $7.8K | 0% | 4 | – | – | |||
| $7.75K | 0% | 280 | – | – | |||
| $7.69K | 0% | 60 | – | – |
