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 | |
|---|---|---|---|---|---|---|---|
| $2.67K | 0% | 100 -310 | -76% | -$8.29K | |||
| $2.61K | 0% | 13 | – | – | |||
| $2.55K | 0% | 11 | – | – | |||
| $2.51K | 0% | 11 | – | – | |||
| $2.48K | 0% | 112 | New | +$2.48K | |||
| $2.45K | 0% | 14 | – | – | |||
| $2.44K | 0% | 261 -1,045 | -80% | -$9.78K | |||
| $2.42K | 0% | 85 | – | – | |||
| $2.42K | 0% | 12 | – | – | |||
| $2.42K | 0% | 7 | – | – | |||
| $2.37K | 0% | 54 | – | – | |||
| $2.36K | 0% | 2 | – | – | |||
| $2.32K | 0% | 40 | – | – | |||
| $2.29K | 0% | 100 | – | – | |||
| $2.27K | 0% | 100 | – | – | |||
| $2.26K | 0% | 4 | – | – | |||
| $2.23K | 0% | 34 | – | – | |||
| $2.22K | 0% | 29 | – | – | |||
| $2.21K | 0% | 35 | – | – | |||
| $2.21K | 0% | 154 | – | – | |||
| $2.2K | 0% | 12 -21 | -64% | -$3.86K | |||
| $2.19K | 0% | 200 | – | – | |||
| $2.18K | 0% | 9 | – | – | |||
| $2.1K | 0% | 265 | New | +$2.1K | |||
| $2.08K | 0% | 7 | – | – |
