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
$6.26B
AUM Growth
+$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$18.1M
3
+$15M
4
HD icon
Home Depot
HD
+$12.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.07M

Top Sells

1
+$13.2M
2
+$12.6M
3
+$4.32M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.23M

Sector Composition

1 Technology 6.71%
2 Consumer Discretionary 3.72%
3 Financials 3.11%
4 Healthcare 2.75%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.36M 0.02%
19,594
+1
252
$1.36M 0.02%
100,391
+16,111
253
$1.35M 0.02%
7,769
+196
254
$1.34M 0.02%
29,209
+2,986
255
$1.29M 0.02%
3,786
+392
256
$1.29M 0.02%
3,210
+396
257
$1.28M 0.02%
15,803
-19
258
$1.28M 0.02%
41,574
+570
259
$1.27M 0.02%
22,477
+7,126
260
$1.27M 0.02%
6,826
-191
261
$1.27M 0.02%
14,521
-140
262
$1.27M 0.02%
17,135
+309
263
$1.27M 0.02%
3,849
+167
264
$1.27M 0.02%
11,901
265
$1.26M 0.02%
3,227
+112
266
$1.24M 0.02%
2,581
+57
267
$1.23M 0.02%
7,270
-386
268
$1.22M 0.02%
6,276
+26
269
$1.22M 0.02%
6,462
+762
270
$1.21M 0.02%
7,041
+186
271
$1.2M 0.02%
48,637
-2,954
272
$1.17M 0.02%
8,843
+382
273
$1.16M 0.02%
61,922
+5,277
274
$1.14M 0.02%
8,223
+467
275
$1.13M 0.02%
4,004
9 10
11
12 13