HWM

HB Wealth Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$33.4M
3
+$18.3M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$12.9M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.9M

Top Sells

1
+$39M
2
+$15.8M
3
+$14.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.66M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.1M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 3.51%
3 Financials 3.04%
4 Healthcare 2.58%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$601K 0.01%
4,570
377
$598K 0.01%
17,500
+4,250
378
$583K 0.01%
6,809
+1,594
379
$579K 0.01%
13,004
-845
380
$577K 0.01%
702
+154
381
$576K 0.01%
1,828
+77
382
$571K 0.01%
1,142
+106
383
$571K 0.01%
8,466
+2,363
384
$570K 0.01%
4,928
+760
385
$568K 0.01%
4,011
-2
386
$567K 0.01%
19,258
+472
387
$564K 0.01%
5,707
+1,189
388
$561K 0.01%
11,721
+693
389
$560K 0.01%
6,636
+463
390
$559K 0.01%
13,435
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391
$554K 0.01%
3,012
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392
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4,805
-332
393
$550K 0.01%
763
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394
$549K 0.01%
3,319
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395
$548K 0.01%
5,779
+2,219
396
$547K 0.01%
1,787
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397
$547K 0.01%
8,605
+1,432
398
$545K 0.01%
10,350
-535
399
$542K 0.01%
787
+44
400
$540K 0.01%
1,483
-93
14 15
16
17 18