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 | |
|---|---|---|---|---|---|---|---|
| $215K | 0.03% | 5,072 +645 | +15% | +$27.4K | |||
| $212K | 0.03% | 7,383 | – | – | |||
| $209K | 0.03% | 5,880 | New | +$209K | |||
| $205K | 0.03% | 2,000 | – | – | |||
| $205K | 0.03% | 1,963 +7 | +0.4% | +$730 | |||
| $204K | 0.03% | 750 | – | – | |||
| $197K | 0.03% | 5,225 | – | – | |||
| $197K | 0.03% | 345 | – | – | |||
| $196K | 0.03% | 4,520 | – | – | |||
| $195K | 0.03% | 755 | – | – | |||
| $194K | 0.03% | 1,171 | – | – | |||
| $193K | 0.03% | 5,385 -1,591 | -23% | -$57.1K | |||
| $191K | 0.03% | 1,185 | – | – | |||
| $189K | 0.03% | 1,077 -486 | -31% | -$85.4K | |||
| $186K | 0.03% | 3,285 | – | – | |||
| $186K | 0.03% | 1,271 +685 | +117% | +$100K | |||
| $185K | 0.03% | 3,058 -125 | -4% | -$7.58K | |||
| $185K | 0.02% | 1,400 | – | – | |||
| $183K | 0.02% | 3,529 | – | – | |||
| $183K | 0.02% | 3,053 +153 | +5% | +$9.15K | |||
| $181K | 0.02% | 1,655 | – | – | |||
| $180K | 0.02% | 2,321 +925 | +66% | +$71.7K | |||
| $179K | 0.02% | 7,887 -1,241 | -14% | -$28.2K | |||
| $179K | 0.02% | 1,354 | – | – | |||
| $179K | 0.02% | 1,210 | – | – |
