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
351
$708K 0.01%
16,550
-950
352
$706K 0.01%
8,724
+690
353
$705K 0.01%
4,324
-640
354
$699K 0.01%
16,310
+77
355
$691K 0.01%
9,673
+264
356
$681K 0.01%
1,973
+145
357
$675K 0.01%
1,941
+154
358
$673K 0.01%
80,726
+1,595
359
$673K 0.01%
5,758
+51
360
$655K 0.01%
3,511
+192
361
$654K 0.01%
13,527
+317
362
$641K 0.01%
16,633
+161
363
$640K 0.01%
14,873
+305
364
$640K 0.01%
18,853
-1,170
365
$639K 0.01%
8,784
+3,706
366
$639K 0.01%
810
+23
367
$638K 0.01%
14,000
+1,346
368
$637K 0.01%
13,171
-2,054
369
$626K 0.01%
12,016
+1,632
370
$624K 0.01%
28,031
+120
371
$619K 0.01%
8,348
+1,874
372
$610K 0.01%
3,549
-44
373
$609K 0.01%
5,634
+1,013
374
$607K 0.01%
9,625
+1,230
375
$602K 0.01%
4,281
+270
13 14
15
16 17