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 | |
|---|---|---|---|---|---|---|---|
| $1.33K | 0% | 6 | – | – | |||
| $1.32K | 0% | 5 | – | – | |||
| $1.32K | 0% | 20 | – | – | |||
| $1.31K | 0% | 50 | – | – | |||
| $1.3K | 0% | 32 | – | – | |||
| $1.28K | 0% | 200 | – | – | |||
| $1.27K | 0% | 24 | – | – | |||
| $1.22K | 0% | 90 | – | – | |||
| $1.21K | 0% | 1,055 | – | – | |||
| $1.18K | 0% | 17 | – | – | |||
| $1.18K | 0% | 200 | – | – | |||
| $1.18K | 0% | 7 | – | – | |||
| $1.18K | 0% | 4 | – | – | |||
| $1.17K | 0% | 22 | – | – | |||
| $1.16K | 0% | 2 | – | – | |||
| $1.16K | 0% | 32 | New | +$1.16K | |||
| $1.15K | 0% | 1,740 | – | – | |||
| $1.14K | 0% | 12 | – | – | |||
| $1.13K | 0% | 50 | – | – | |||
| $1.12K | 0% | 21 | – | – | |||
| $1.11K | 0% | 3 | – | – | |||
| $1.11K | 0% | 15 | – | – | |||
| $1.1K | 0% | 21 | – | – | |||
| $1.1K | 0% | 55 | – | – | |||
| $1.07K | 0% | 4 | – | – |
