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
76
$76K 0.04%
58,727
77
$49K 0.03%
13,500
78
$43K 0.02%
18,322
79
$39K 0.02%
11,500
1 2 3
4