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 | |
|---|---|---|---|---|---|---|---|
| $2.04K | 0% | 200 | – | – | |||
| $2.01K | 0% | 20 | – | – | |||
| $1.99K | 0% | 10 | – | – | |||
| $1.98K | 0% | 100 -100 | -50% | -$1.98K | |||
| $1.98K | 0% | 2 | – | – | |||
| $1.97K | 0% | 82 | – | – | |||
| $1.94K | 0% | 4 | – | – | |||
| $1.91K | 0% | 9 | – | – | |||
| $1.9K | 0% | 27 +2 | +8% | +$140 | |||
| $1.89K | 0% | 7 | – | – | |||
| $1.87K | 0% | 1 | – | – | |||
| $1.87K | 0% | 13 | New | +$1.87K | |||
| $1.86K | 0% | 11 | – | – | |||
| $1.86K | 0% | 1 | – | – | |||
| $1.85K | 0% | 1 | – | – | |||
| $1.84K | 0% | 65 | – | – | |||
| $1.83K | 0% | 14 | – | – | |||
| $1.81K | 0% | 22 | – | – | |||
| $1.81K | 0% | 7 | – | – | |||
| $1.8K | 0% | 16 | – | – | |||
| $1.77K | 0% | 40 | – | – | |||
| $1.76K | 0% | 42 | New | +$1.76K | |||
| $1.75K | 0% | 49 | – | – | |||
| $1.75K | 0% | 23 | – | – | |||
| $1.74K | 0% | 100 | New | +$1.74K |
