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
376
$316K 0.01%
+8,875
377
$313K 0.01%
+4,276
378
$311K 0.01%
+816
379
$310K 0.01%
+1,406
380
$310K 0.01%
+1,549
381
$307K 0.01%
+1,472
382
$307K 0.01%
+4,330
383
$307K 0.01%
+3,639
384
$306K 0.01%
+3,794
385
$305K 0.01%
+1,430
386
$304K 0.01%
+1,119
387
$300K 0.01%
+7,274
388
$299K 0.01%
+1,202
389
$299K 0.01%
+13,423
390
$297K 0.01%
+6,248
391
$296K 0.01%
+5,056
392
$296K 0.01%
+711
393
$295K 0.01%
+3,510
394
$294K 0.01%
+9,950
395
$290K 0.01%
+3,700
396
$288K 0.01%
+3,802
397
$287K 0.01%
+7,500
398
$285K 0.01%
+4,000
399
$284K 0.01%
+7,000
400
$281K 0.01%
+3,869
14 15
16
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