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 | |
|---|---|---|---|---|---|---|---|
| $6.25K | 0% | 221 | – | – | |||
| $6.24K | 0% | 38 | – | – | |||
| $6.15K | 0% | 1,615 | – | – | |||
| $6.13K | 0% | 120 | – | – | |||
| $6.08K | 0% | 10 | – | – | |||
| $5.98K | 0% | 39 | – | – | |||
| $5.98K | 0% | 466 | – | – | |||
| $5.85K | 0% | 100 -20 | -17% | -$1.17K | |||
| $5.8K | 0% | 23 | – | – | |||
| $5.75K | 0% | 175 | – | – | |||
| $5.67K | 0% | 200 | – | – | |||
| $5.66K | 0% | 56 | New | +$5.66K | |||
| $5.66K | 0% | 164 | – | – | |||
| $5.6K | 0% | 19 | – | – | |||
| $5.57K | 0% | 90 | – | – | |||
| $5.24K | 0% | 115 | – | – | |||
| $5.22K | 0% | 565 -300 | -35% | -$2.77K | |||
| $5.08K | 0% | 23 | – | – | |||
| $5.06K | 0% | 234 | New | +$5.06K | |||
| $5.06K | 0% | 1,215 | – | – | |||
| $5.05K | 0% | 200 | – | – | |||
| $5.04K | 0% | 32 -24 | -43% | -$3.78K | |||
| $4.83K | 0% | 52 | – | – | |||
| $4.71K | 0% | 439 +9 | +2% | +$97 | |||
| $4.65K | 0% | 175 -4 | -2% | -$106 |
