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
276
$669K 0.01%
+15,196
277
$666K 0.01%
+8,473
278
$663K 0.01%
+5,416
279
$657K 0.01%
+6,802
280
$655K 0.01%
+6,036
281
$650K 0.01%
+20,060
282
$647K 0.01%
+5,674
283
$644K 0.01%
+5,545
284
$641K 0.01%
+7,918
285
$635K 0.01%
+8,835
286
$634K 0.01%
+4,355
287
$612K 0.01%
+22,720
288
$599K 0.01%
+27,421
289
$598K 0.01%
+37,206
290
$591K 0.01%
+3,402
291
$589K 0.01%
+27,440
292
$586K 0.01%
+12,005
293
$585K 0.01%
+14,039
294
$582K 0.01%
+11,542
295
$575K 0.01%
+7,405
296
$574K 0.01%
+3,772
297
$573K 0.01%
+2,441
298
$570K 0.01%
+14,330
299
$565K 0.01%
+7,860
300
$562K 0.01%
+3,820
10 11
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