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 | |
|---|---|---|---|---|---|---|---|
| $1.06K | 0% | 32 | – | – | |||
| $1.06K | 0% | 23 | – | – | |||
| $1.05K | 0% | 34 | – | – | |||
| $1.05K | 0% | 18 | – | – | |||
| $1.05K | 0% | 10 | – | – | |||
| $1.05K | 0% | 3 | – | – | |||
| $1.04K | 0% | 72 | – | – | |||
| $1.03K | 0% | 17 | – | – | |||
| $1.02K | 0% | 2 | – | – | |||
| $1.01K | 0% | 7 | – | – | |||
| $1.01K | 0% | 150 | – | – | |||
| $1K | 0% | 12 | – | – | |||
| $996 | 0% | 2 | – | – | |||
| $991 | 0% | 5 | – | – | |||
| $967 | 0% | 3 | – | – | |||
| $925 | 0% | 3 | – | – | |||
| $923 | 0% | 11 -1 | -8% | -$84 | |||
| $922 | 0% | 20 | – | – | |||
| $921 | 0% | 300 | New | +$921 | |||
| $920 | 0% | 14 | – | – | |||
| $916 | 0% | 59 | New | +$916 | |||
| $909 | 0% | 79 -50 | -39% | -$575 | |||
| $887 | 0% | 24 | – | – | |||
| $869 | 0% | 2 | – | – | |||
| $869 | 0% | 26 | – | – |
