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 | |
|---|---|---|---|---|---|---|---|
| $4.63K | 0% | 67 | – | – | |||
| $4.54K | 0% | 131 | – | – | |||
| $4.54K | 0% | 159 +75 | +89% | +$2.14K | |||
| $4.51K | 0% | 66 | – | – | |||
| $4.47K | 0% | 400 | – | – | |||
| $4.32K | 0% | 305 -900 | -75% | -$12.7K | |||
| $4.21K | 0% | 53 | – | – | |||
| $4.18K | 0% | 500 | New | +$4.18K | |||
| $4.16K | 0% | 52 -12 | -19% | -$960 | |||
| $4.11K | 0% | 100 | – | – | |||
| $4.06K | 0% | 34 +10 | +42% | +$1.2K | |||
| $4.06K | 0% | 23 | – | – | |||
| $4.06K | 0% | 50 | – | – | |||
| $4.05K | 0% | 31 | – | – | |||
| $4.03K | 0% | 19 -4 | -17% | -$847 | |||
| $3.96K | 0% | 85 | – | – | |||
| $3.9K | 0% | 133 | – | – | |||
| $3.89K | 0% | 300 | – | – | |||
| $3.88K | 0% | 100 | – | – | |||
| $3.86K | 0% | 1,400 | – | – | |||
| $3.83K | 0% | 53 +40 | +308% | +$2.89K | |||
| $3.82K | 0% | 30 | – | – | |||
| $3.79K | 0% | 100 | – | – | |||
| $3.77K | 0% | 110 | – | – | |||
| $3.73K | 0% | 32 | – | – |
