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 | |
|---|---|---|---|---|---|---|---|
| $281K | 0.04% | 3,815 -148 | -4% | -$10.9K | |||
| $280K | 0.04% | 6,270 | – | – | |||
| $280K | 0.04% | 916 +50 | +6% | +$15.3K | |||
| $276K | 0.04% | 4,081 +395 | +11% | +$26.7K | |||
| $266K | 0.04% | 491 | – | – | |||
| $266K | 0.04% | 2,490 | – | – | |||
| $259K | 0.03% | 830 +5 | +0.6% | +$1.56K | |||
| $259K | 0.03% | 7,163 | – | – | |||
| $254K | 0.03% | 1,485 -25 | -2% | -$4.27K | |||
| $253K | 0.03% | 2,553 -1,899 | -43% | -$188K | |||
| $248K | 0.03% | 1,018 | – | – | |||
| $248K | 0.03% | 2,006 -9 | -0.5% | -$1.11K | |||
| $246K | 0.03% | 3,014 | – | – | |||
| $246K | 0.03% | 2,834 | – | – | |||
| $244K | 0.03% | 3,030 -1,685 | -36% | -$135K | |||
| $242K | 0.03% | 8,216 -610 | -7% | -$18K | |||
| $241K | 0.03% | 5,317 -173 | -3% | -$7.85K | |||
| $240K | 0.03% | 1,407 | – | – | |||
| $238K | 0.03% | 1,165 +1,115 | +2,230% | +$228K | |||
| $230K | 0.03% | 50 | – | – | |||
| $225K | 0.03% | 3,650 -79 | -2% | -$4.88K | |||
| $224K | 0.03% | 1,056 +17 | +2% | +$3.6K | |||
| $222K | 0.03% | 8,855 -9,150 | -51% | -$229K | |||
| $220K | 0.03% | 809 +47 | +6% | +$12.8K | |||
| $219K | 0.03% | 8,654 -693 | -7% | -$17.6K |
