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 | |
|---|---|---|---|---|---|---|---|
| $1.7K | 0% | 7 | – | – | |||
| $1.66K | 0% | 10 | – | – | |||
| $1.65K | 0% | 21 | – | – | |||
| $1.65K | 0% | 9 | – | – | |||
| $1.64K | 0% | 159 | – | – | |||
| $1.64K | 0% | 200 -205 | -51% | -$1.68K | |||
| $1.63K | 0% | 2 | – | – | |||
| $1.63K | 0% | 50 | – | – | |||
| $1.62K | 0% | 7 | – | – | |||
| $1.59K | 0% | 36 | – | – | |||
| $1.58K | 0% | 6 | – | – | |||
| $1.53K | 0% | 7 | – | – | |||
| $1.51K | 0% | 40 -450 | -92% | -$16.9K | |||
| $1.48K | 0% | 50 | – | – | |||
| $1.46K | 0% | 25 | – | – | |||
| $1.44K | 0% | 8 | – | – | |||
| $1.43K | 0% | 22 | New | +$1.43K | |||
| $1.4K | 0% | 19 | – | – | |||
| $1.4K | 0% | 6 | – | – | |||
| $1.37K | 0% | 9 | – | – | |||
| $1.35K | 0% | 21 | – | – | |||
| $1.35K | 0% | 18 | – | – | |||
| $1.34K | 0% | 12 -1 | -8% | -$111 | |||
| $1.33K | 0% | 6 | – | – | |||
| $1.33K | 0% | 52 | – | – |
