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 | |
|---|---|---|---|---|---|---|---|
| $850 | 0% | 12 +1 | +9% | +$71 | |||
| $846 | 0% | 12 | New | +$846 | |||
| $845 | 0% | 5 | – | – | |||
| $792 | 0% | 13 | New | +$792 | |||
| $778 | 0% | 40 | – | – | |||
| $777 | 0% | 5 | – | – | |||
| $775 | 0% | 11 | – | – | |||
| $773 | 0% | 5 | – | – | |||
| $761 | 0% | 14 -250 | -95% | -$13.6K | |||
| $753 | 0% | 17 | – | – | |||
| $747 | 0% | 9 | – | – | |||
| $743 | 0% | 9 | – | – | |||
| $740 | 0% | 2 | – | – | |||
| $736 | 0% | 13 | – | – | |||
| $734 | 0% | 5 | – | – | |||
| $708 | 0% | 5 | – | – | |||
| $671 | 0% | 6 | – | – | |||
| $663 | 0% | 4 | – | – | |||
| $652 | 0% | 50 | – | – | |||
| $644 | 0% | 2 | – | – | |||
| $632 | 0% | 100 | – | – | |||
| $620 | 0% | 100 | New | +$620 | |||
| $618 | 0% | 60 | – | – | |||
| $570 | 0% | 100 | – | – | |||
| $561 | 0% | 1 | – | – |
