HWM

HB Wealth Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 16.14%
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$525M
3
+$374M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$248M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$215M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.2%
2 Consumer Discretionary 2.47%
3 Financials 2.41%
4 Healthcare 1.71%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.02%
+26,386
227
$1.14M 0.02%
+9,464
228
$1.13M 0.02%
+6,184
229
$1.13M 0.02%
+62,645
230
$1.13M 0.02%
+15,118
231
$1.12M 0.02%
+4,399
232
$1.1M 0.02%
+7,819
233
$1.07M 0.02%
+13,482
234
$1.05M 0.02%
+11,014
235
$1.03M 0.02%
+5,648
236
$1.02M 0.02%
+3,495
237
$1.01M 0.02%
+5,024
238
$990K 0.02%
+2,135
239
$988K 0.02%
+2,882
240
$975K 0.02%
+10,958
241
$971K 0.02%
+14,641
242
$961K 0.02%
+4,538
243
$953K 0.02%
+14,646
244
$948K 0.02%
+7,323
245
$946K 0.02%
+10,246
246
$931K 0.02%
+28,683
247
$919K 0.02%
+36,128
248
$912K 0.02%
+3,868
249
$912K 0.02%
+3,412
250
$909K 0.02%
+1,927
8 9
10
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