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
326
$438K 0.01%
+15,682
327
$438K 0.01%
+5,684
328
$433K 0.01%
+8,747
329
$431K 0.01%
+12,602
330
$430K 0.01%
+16,312
331
$419K 0.01%
+3,798
332
$416K 0.01%
+4,048
333
$415K 0.01%
+1,155
334
$415K 0.01%
+9,634
335
$413K 0.01%
+4,824
336
$411K 0.01%
+6,423
337
$410K 0.01%
+3,820
338
$410K 0.01%
+3,449
339
$406K 0.01%
+1,038
340
$406K 0.01%
+20,919
341
$404K 0.01%
+2,338
342
$402K 0.01%
+10,721
343
$402K 0.01%
+12,756
344
$398K 0.01%
+4,568
345
$380K 0.01%
+2,100
346
$379K 0.01%
+2,945
347
$374K 0.01%
+1,009
348
$373K 0.01%
+5,964
349
$371K 0.01%
+8,684
350
$371K 0.01%
+3,252
12 13
14
15 16