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
51
$363K 0.21%
8,871
+2,023
52
$362K 0.21%
3,073
+639
53
$358K 0.2%
2,838
-50
54
$330K 0.19%
2,035
+342
55
$329K 0.19%
2,822
56
$326K 0.19%
1,194
+309
57
$312K 0.18%
7,038
-13
58
$300K 0.17%
4,920
59
$292K 0.17%
7,625
60
$282K 0.16%
1,680
+30
61
$278K 0.16%
13,048
62
$273K 0.16%
+3,612
63
$271K 0.15%
16,719
64
$269K 0.15%
6,950
-50
65
$267K 0.15%
4,897
+18
66
$252K 0.14%
14,070
67
$236K 0.13%
1,990
68
$235K 0.13%
8,665
69
$225K 0.13%
8,000
70
$218K 0.12%
13,783
71
$209K 0.12%
77,236
+17,980
72
$202K 0.11%
+678
73
$184K 0.1%
13,161
74
$150K 0.09%
3,280
75
$111K 0.06%
12,154
-195
1 2
3
4