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 | |
|---|---|---|---|---|---|---|---|
| $3.73K | 0% | 50 | New | +$3.73K | |||
| $3.54K | 0% | 60 | – | – | |||
| $3.49K | 0% | 425 +75 | +21% | +$617 | |||
| $3.48K | 0% | 50 | New | +$3.48K | |||
| $3.46K | 0% | 175 | – | – | |||
| $3.37K | 0% | 39 +19 | +95% | +$1.64K | |||
| $3.27K | 0% | 100 | New | +$3.27K | |||
| $3.27K | 0% | 18 | – | – | |||
| $3.16K | 0% | 46 | – | – | |||
| $3.15K | 0% | 29 -7 | -19% | -$760 | |||
| $3.14K | 0% | 15 | – | – | |||
| $3.12K | 0% | 30 | – | – | |||
| $3.07K | 0% | 225 | – | – | |||
| $3.07K | 0% | 10 | – | – | |||
| $3.06K | 0% | 124 -144 | -54% | -$3.56K | |||
| $2.98K | 0% | 135 | New | +$2.98K | |||
| $2.97K | 0% | 100 | New | +$2.97K | |||
| $2.95K | 0% | 8 | – | – | |||
| $2.92K | 0% | 11 | – | – | |||
| $2.89K | 0% | 47 +11 | +31% | +$677 | |||
| $2.79K | 0% | 13 | – | – | |||
| $2.77K | 0% | 135 | – | – | |||
| $2.76K | 0% | 35 | – | – | |||
| $2.76K | 0% | 160 | New | +$2.76K | |||
| $2.68K | 0% | 26 -7 | -21% | -$721 |
