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
301
$555K 0.01%
+10,251
302
$554K 0.01%
+6,332
303
$553K 0.01%
+4,679
304
$549K 0.01%
+10,922
305
$548K 0.01%
+2,425
306
$543K 0.01%
+844
307
$543K 0.01%
+7,152
308
$538K 0.01%
+951
309
$534K 0.01%
+4,500
310
$527K 0.01%
+9,019
311
$519K 0.01%
+2,639
312
$518K 0.01%
+3,760
313
$516K 0.01%
+3,300
314
$515K 0.01%
+2,109
315
$498K 0.01%
+10,911
316
$493K 0.01%
+28,050
317
$480K 0.01%
+7,990
318
$479K 0.01%
+3,100
319
$477K 0.01%
+8,884
320
$467K 0.01%
+4,056
321
$466K 0.01%
+4,149
322
$465K 0.01%
+6,196
323
$464K 0.01%
+18,686
324
$456K 0.01%
+14,496
325
$455K 0.01%
+10,045
11 12
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