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
326
$800K 0.01%
15,015
-450
327
$790K 0.01%
5,353
+340
328
$780K 0.01%
15,200
-2,102
329
$778K 0.01%
14,388
+1,048
330
$778K 0.01%
7,225
-292
331
$775K 0.01%
13,185
+469
332
$759K 0.01%
17,589
+2,377
333
$755K 0.01%
4,661
+293
334
$752K 0.01%
8,392
+742
335
$750K 0.01%
9,926
-98
336
$750K 0.01%
15,218
-4,076
337
$750K 0.01%
16,509
+200
338
$746K 0.01%
4,034
-50
339
$742K 0.01%
6,574
-8
340
$741K 0.01%
6,747
+106
341
$740K 0.01%
1,021
+54
342
$722K 0.01%
7,849
+2,976
343
$718K 0.01%
6,278
+766
344
$718K 0.01%
916
+153
345
$717K 0.01%
13,835
+1,400
346
$716K 0.01%
4,705
+135
347
$716K 0.01%
37,863
348
$715K 0.01%
17,470
+547
349
$713K 0.01%
3,879
+219
350
$710K 0.01%
4,465
+19
12 13
14
15 16