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 | |
|---|---|---|---|---|---|---|---|
| $378K | 0.05% | 2,260 +570 | +34% | +$95.4K | |||
| $378K | 0.05% | 2,314 -155 | -6% | -$25.3K | |||
| $368K | 0.05% | 740 +159 | +27% | +$79.1K | |||
| $368K | 0.05% | 8,947 +19 | +0.2% | +$782 | |||
| $366K | 0.05% | 6,648 | – | – | |||
| $351K | 0.05% | 4,309 | – | – | |||
| $343K | 0.05% | 12,899 -603 | -4% | -$16K | |||
| $340K | 0.05% | 1,660 -40 | -2% | -$8.2K | |||
| $336K | 0.05% | 721 -17 | -2% | -$7.92K | |||
| $333K | 0.04% | 1,339 -102 | -7% | -$25.4K | |||
| $328K | 0.04% | 2,332 +9 | +0.4% | +$1.26K | |||
| $325K | 0.04% | 5,945 -26 | -0.4% | -$1.42K | |||
| $324K | 0.04% | 11,467 -884 | -7% | -$25K | |||
| $323K | 0.04% | 3,595 +571 | +19% | +$51.3K | |||
| $322K | 0.04% | 8,568 | – | – | |||
| $319K | 0.04% | 2,191 | – | – | |||
| $310K | 0.04% | 7,119 +9 | +0.1% | +$392 | |||
| $306K | 0.04% | 3,831 -1,161 | -23% | -$92.7K | |||
| $303K | 0.04% | 679 -6 | -0.9% | -$2.68K | |||
| $296K | 0.04% | 5,017 +5 | +0.1% | +$295 | |||
| $294K | 0.04% | 1,917 +66 | +4% | +$10.1K | |||
| $290K | 0.04% | 3,791 | – | – | |||
| $283K | 0.04% | 2,576 +2 | +0.1% | +$220 | |||
| $282K | 0.04% | 1,570 -32 | -2% | -$5.75K | |||
| $281K | 0.04% | 1,910 -306 | -14% | -$45.1K |
