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
301
$895K 0.02%
17,302
302
$894K 0.02%
2,258
-462
303
$871K 0.02%
2,183
-4,937
304
$870K 0.02%
12,678
-33
305
$867K 0.02%
3,394
+53
306
$864K 0.02%
15,549
307
$857K 0.01%
2,995
+245
308
$852K 0.01%
6,869
+243
309
$848K 0.01%
11,807
-1,764
310
$848K 0.01%
15,465
+920
311
$845K 0.01%
13,952
312
$837K 0.01%
10,118
+1,107
313
$829K 0.01%
7,517
-426
314
$827K 0.01%
52,128
+36
315
$825K 0.01%
311
+41
316
$825K 0.01%
10,246
317
$821K 0.01%
13,786
+53
318
$816K 0.01%
2,662
+184
319
$814K 0.01%
20,793
-242
320
$811K 0.01%
9,797
+462
321
$804K 0.01%
15,351
+2,635
322
$802K 0.01%
6,430
+1,337
323
$799K 0.01%
25,475
324
$794K 0.01%
12,716
+355
325
$793K 0.01%
16,143
+1,167
11 12
13
14 15