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
351
$369K 0.01%
+6,982
352
$368K 0.01%
+2,748
353
$366K 0.01%
+1,512
354
$362K 0.01%
+3,335
355
$360K 0.01%
+8,922
356
$360K 0.01%
+1,783
357
$358K 0.01%
+4,885
358
$353K 0.01%
+4,640
359
$352K 0.01%
+8,961
360
$351K 0.01%
+6,645
361
$350K 0.01%
+1,363
362
$348K 0.01%
+42,239
363
$346K 0.01%
+5,943
364
$345K 0.01%
+8,833
365
$343K 0.01%
+58
366
$341K 0.01%
+523
367
$338K 0.01%
+3,690
368
$335K 0.01%
+8,494
369
$333K 0.01%
+1,325
370
$332K 0.01%
+12,755
371
$329K 0.01%
+3,549
372
$322K 0.01%
+7,389
373
$322K 0.01%
+15,072
374
$318K 0.01%
+2,738
375
$316K 0.01%
+6,327
13 14
15
16 17