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 | |
|---|---|---|---|---|---|---|---|
| $150 | 0% | 6 | – | – | |||
| $149 | 0% | 70 | – | – | |||
| $149 | 0% | 17 -31 | -65% | -$272 | |||
| $123 | 0% | 12 | – | – | |||
| $118 | 0% | 7 | – | – | |||
| $93 | 0% | 60 | – | – | |||
| $92 | 0% | 3 | New | +$92 | |||
| $91 | 0% | 2 -24 | -92% | -$1.09K | |||
| $82 | 0% | 3 | New | +$82 | |||
| $74 | 0% | 12 | – | – | |||
| $70 | 0% | 1 | New | +$70 | |||
| $63 | 0% | 2 | – | – | |||
| $60 | 0% | 25 | – | – | |||
| $51 | 0% | 4 | – | – | |||
| $50 | 0% | 57 | – | – | |||
| $18 | 0% | 4 | – | – | |||
| $16 | 0% | 67 | – | – | |||
| $9 | 0% | 2 | – | – | |||
| $8 | 0% | 4 | New | +$8 | |||
| $2 | 0% | 1 | – | – | |||
| $2 | 0% | 1 | New | +$2 | |||
| $0 | 0% | 2,500 | New | – | |||
| $0 | 0% | 0 -1,000 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -476 | Closed | – |
