HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.87M
3
+$947K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$457K
5
IBKC
IBERIABANK Corp
IBKC
+$273K

Top Sells

1
+$1.26M
2
+$460K
3
+$322K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$181K
5
NSC icon
Norfolk Southern
NSC
+$179K

Sector Composition

1 Technology 2.31%
2 Financials 1.59%
3 Industrials 1.44%
4 Consumer Discretionary 1.38%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$772K 0.44%
8,900
27
$744K 0.42%
7,256
28
$634K 0.36%
11,180
+450
29
$623K 0.35%
5,176
30
$600K 0.34%
2,587
+293
31
$520K 0.3%
4,000
32
$519K 0.3%
43,926
+60
33
$516K 0.29%
10,438
+1,065
34
$504K 0.29%
3,747
+155
35
$488K 0.28%
22,720
36
$484K 0.28%
25,617
-2,175
37
$479K 0.27%
73,751
38
$467K 0.27%
6,786
+219
39
$463K 0.26%
3,726
+980
40
$457K 0.26%
+2,198
41
$447K 0.25%
5,042
42
$444K 0.25%
20,875
43
$427K 0.24%
3,767
+172
44
$421K 0.24%
19,751
-7,512
45
$419K 0.24%
3,237
+1,625
46
$411K 0.23%
28,576
47
$403K 0.23%
7,960
-1,545
48
$401K 0.23%
8,990
+241
49
$392K 0.22%
5,556
+2,700
50
$378K 0.22%
7,105
+2,500
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