HWM

HB Wealth Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$33.4M
3
+$18.3M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$12.9M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.9M

Top Sells

1
+$39M
2
+$15.8M
3
+$14.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.66M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.1M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 3.51%
3 Financials 3.04%
4 Healthcare 2.58%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.08M 0.02%
27,474
+2
277
$1.08M 0.02%
10,766
+682
278
$1.07M 0.02%
17,352
279
$1.05M 0.02%
19,939
280
$1.05M 0.02%
3,115
+89
281
$1.04M 0.02%
+56,645
282
$1.02M 0.02%
7,756
+1,018
283
$1.01M 0.02%
4,004
-59
284
$1.01M 0.02%
18,605
+543
285
$1.01M 0.02%
21,844
-5,113
286
$1.01M 0.02%
32,643
+8,784
287
$1M 0.02%
52,997
+24,666
288
$996K 0.02%
21,772
+291
289
$984K 0.02%
10,576
-274
290
$982K 0.02%
15,538
+832
291
$973K 0.02%
19,955
292
$970K 0.02%
2,814
-419
293
$961K 0.02%
11,579
+572
294
$951K 0.02%
12,524
+1,299
295
$949K 0.02%
5,700
+25
296
$941K 0.02%
19,294
+3,874
297
$931K 0.02%
10,964
-1,422
298
$927K 0.02%
6,665
+672
299
$925K 0.02%
16,923
300
$907K 0.02%
4,964
-11
10 11
12
13 14