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 | |
|---|---|---|---|---|---|---|---|
| $7.65K | 0% | 138 | – | – | |||
| $7.64K | 0% | 82 +1 | +1% | +$93 | |||
| $7.57K | 0% | 98 -10 | -9% | -$773 | |||
| $7.54K | 0% | 600 | – | – | |||
| $7.49K | 0% | 114 -4 | -3% | -$263 | |||
| $7.45K | 0% | 98 | – | – | |||
| $7.3K | 0% | 2,500 | – | – | |||
| $7.17K | 0% | 500 | – | – | |||
| $7.1K | 0% | 980 +532 | +119% | +$3.85K | |||
| $7.05K | 0% | 377 | – | – | |||
| $6.99K | 0% | 700 | – | – | |||
| $6.96K | 0% | 75 | – | – | |||
| $6.95K | 0% | 725 | – | – | |||
| $6.94K | 0% | 13 | – | – | |||
| $6.87K | 0% | 150 | New | +$6.87K | |||
| $6.85K | 0% | 200 | – | – | |||
| $6.8K | 0% | 166 -3 | -2% | -$123 | |||
| $6.79K | 0% | 946 | – | – | |||
| $6.78K | 0% | 173 | – | – | |||
| $6.68K | 0% | 122 | – | – | |||
| $6.64K | 0% | 29 | – | – | |||
| $6.5K | 0% | 96 | – | – | |||
| $6.5K | 0% | 116 | – | – | |||
| $6.39K | 0% | 92 +2 | +2% | +$139 | |||
| $6.36K | 0% | 107 | – | – |
