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
376
$876K 0.01%
27,957
377
$849K 0.01%
6,110
+203
378
$848K 0.01%
12,654
+2,039
379
$838K 0.01%
4,586
+318
380
$837K 0.01%
18,087
+465
381
$836K 0.01%
37,863
382
$836K 0.01%
3,923
+615
383
$830K 0.01%
6,623
-4
384
$813K 0.01%
3,643
+46
385
$802K 0.01%
4,862
+1,460
386
$798K 0.01%
19,192
-105
387
$793K 0.01%
6,754
+991
388
$789K 0.01%
13,070
-14
389
$784K 0.01%
3,676
+226
390
$781K 0.01%
3,213
+250
391
$777K 0.01%
511
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392
$771K 0.01%
8,581
393
$766K 0.01%
8,666
-188
394
$766K 0.01%
2,598
+101
395
$762K 0.01%
10,279
-193
396
$750K 0.01%
16,532
+4,677
397
$750K 0.01%
101,018
398
$748K 0.01%
40,764
+4,854
399
$744K 0.01%
9,702
-1,095
400
$734K 0.01%
10,214
-633
14 15
16
17 18