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 | |
|---|---|---|---|---|---|---|---|
| $178K | 0.02% | 325 +113 | +53% | +$61.7K | |||
| $173K | 0.02% | 1,455 | – | – | |||
| $172K | 0.02% | 3,260 | – | – | |||
| $172K | 0.02% | 3,444 +1,885 | +121% | +$93.9K | |||
| $171K | 0.02% | 632 | – | – | |||
| $171K | 0.02% | 1,662 +319 | +24% | +$32.8K | |||
| $167K | 0.02% | 1,502 | – | – | |||
| $167K | 0.02% | 980 | – | – | |||
| $167K | 0.02% | 3,680 +762 | +26% | +$34.5K | |||
| $166K | 0.02% | 1,500 | – | – | |||
| $164K | 0.02% | 119 | – | – | |||
| $162K | 0.02% | 3,045 +1,430 | +89% | +$76.2K | |||
| $162K | 0.02% | 1,600 -3 | -0.2% | -$304 | |||
| $162K | 0.02% | 1,660 | – | – | |||
| $160K | 0.02% | 857 -995 | -54% | -$185K | |||
| $159K | 0.02% | 2,611 -255 | -9% | -$15.6K | |||
| $159K | 0.02% | 1,209 | – | – | |||
| $156K | 0.02% | 2,145 | – | – | |||
| $155K | 0.02% | 15,640 -290 | -2% | -$2.87K | |||
| $155K | 0.02% | 2,000 | – | – | |||
| $154K | 0.02% | 2,587 +665 | +35% | +$39.6K | |||
| $154K | 0.02% | 232 | – | – | |||
| $153K | 0.02% | 2,724 -199 | -7% | -$11.2K | |||
| $150K | 0.02% | 4,816 | – | – | |||
| $146K | 0.02% | 7,535 -4,151 | -36% | -$80.6K |
