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
251
$903K 0.02%
+13,952
252
$902K 0.02%
+3,929
253
$899K 0.02%
+13,382
254
$885K 0.02%
+2,314
255
$872K 0.02%
+4,294
256
$849K 0.02%
+12,194
257
$848K 0.02%
+2,192
258
$824K 0.02%
+5,765
259
$824K 0.02%
+12,475
260
$781K 0.02%
+47,221
261
$775K 0.02%
+29,906
262
$768K 0.02%
+8,767
263
$759K 0.02%
+25,664
264
$743K 0.01%
+10,991
265
$733K 0.01%
+37,863
266
$731K 0.01%
+10,085
267
$718K 0.01%
+3,314
268
$717K 0.01%
+9,127
269
$707K 0.01%
+8,522
270
$700K 0.01%
+24,297
271
$700K 0.01%
+14,617
272
$696K 0.01%
+9,060
273
$680K 0.01%
+67,490
274
$675K 0.01%
+4,862
275
$671K 0.01%
+4,288
9 10
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