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
$7.94B
AUM Growth
+$986M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$73.6M
3
+$60.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$26.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22.2M

Top Sells

1
+$8.36M
2
+$6.13M
3
+$4.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.18M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 5.98%
3 Financials 3.53%
4 Healthcare 2.76%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1,000K 0.01%
9,446
+1,030
352
$996K 0.01%
2,985
+439
353
$994K 0.01%
3,785
+794
354
$986K 0.01%
25,631
+240
355
$977K 0.01%
19,474
+5,113
356
$962K 0.01%
10,192
-1,207
357
$962K 0.01%
3,090
+274
358
$956K 0.01%
10,653
-28
359
$946K 0.01%
14,152
+50
360
$945K 0.01%
7,177
-1,965
361
$939K 0.01%
+55,807
362
$937K 0.01%
12,194
363
$935K 0.01%
2,378
+38
364
$922K 0.01%
18,226
-1,418
365
$916K 0.01%
18,520
+6,316
366
$912K 0.01%
3,880
-1,945
367
$911K 0.01%
12,880
368
$904K 0.01%
16,023
-27
369
$897K 0.01%
15,548
370
$890K 0.01%
4,868
+115
371
$888K 0.01%
1,076
+46
372
$887K 0.01%
16,970
+1,770
373
$886K 0.01%
4,792
+434
374
$886K 0.01%
11,328
-135
375
$880K 0.01%
6,047
-7
13 14
15
16 17