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
276
$1.13M 0.02%
8,527
-44
277
$1.13M 0.02%
67,050
-1,291
278
$1.1M 0.02%
17,352
279
$1.1M 0.02%
44,453
+25
280
$1.1M 0.02%
2,258
+75
281
$1.09M 0.02%
16,098
+560
282
$1.08M 0.02%
44,948
-5,944
283
$1.08M 0.02%
21,685
-87
284
$1.08M 0.02%
10,674
+98
285
$1.07M 0.02%
19,939
286
$1.07M 0.02%
24,836
-2,638
287
$1.06M 0.02%
19,392
+787
288
$1.06M 0.02%
32,720
-22,239
289
$1.03M 0.02%
2,317
+59
290
$994K 0.02%
16,920
-1,521
291
$988K 0.02%
20,080
+125
292
$974K 0.02%
19,823
+3,680
293
$973K 0.02%
10,310
+192
294
$967K 0.02%
76,178
+14,986
295
$963K 0.02%
7,853
+1,423
296
$946K 0.02%
5,573
-16
297
$943K 0.02%
10,894
-70
298
$940K 0.02%
1,672
+126
299
$936K 0.01%
61,879
+5,674
300
$932K 0.01%
7,655
+220
10 11
12
13 14