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 | |
|---|---|---|---|---|---|---|---|
| $533K | 0.07% | 2,572 | – | – | |||
| $532K | 0.07% | 6,298 +1,135 | +22% | +$95.8K | |||
| $505K | 0.07% | 8,831 -285 | -3% | -$16.3K | |||
| $504K | 0.07% | 1,074 | – | – | |||
| $495K | 0.07% | 6,897 +1 | +0% | +$72 | |||
| $493K | 0.07% | 1,574 +79 | +5% | +$24.8K | |||
| $492K | 0.07% | 5,106 | – | – | |||
| $479K | 0.06% | 506 +39 | +8% | +$36.9K | |||
| $463K | 0.06% | 844 +55 | +7% | +$30.1K | |||
| $460K | 0.06% | 3,067 +127 | +4% | +$19K | |||
| $458K | 0.06% | 1,729 | – | – | |||
| $451K | 0.06% | 9,635 +7,047 | +272% | +$330K | |||
| $445K | 0.06% | 796 +8 | +1% | +$4.47K | |||
| $441K | 0.06% | 12,915 | – | – | |||
| $440K | 0.06% | 8,686 +3,679 | +73% | +$186K | |||
| $438K | 0.06% | 2,073 | – | – | |||
| $424K | 0.06% | 8,340 +1,461 | +21% | +$74.3K | |||
| $424K | 0.06% | 9,998 | – | – | |||
| $413K | 0.06% | 1,171 | – | – | |||
| $412K | 0.06% | 3,180 +410 | +15% | +$53.2K | |||
| $412K | 0.06% | 3,565 -45 | -1% | -$5.2K | |||
| $408K | 0.06% | 5,216 +336 | +7% | +$26.3K | |||
| $404K | 0.05% | 1,200 | – | – | |||
| $400K | 0.05% | 1,283 +25 | +2% | +$7.79K | |||
| $391K | 0.05% | 1,453 | – | – |
