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
401
$277K 0.01%
+3,502
402
$276K 0.01%
+1,730
403
$273K 0.01%
+3,560
404
$272K 0.01%
+6,326
405
$272K 0.01%
+10,131
406
$272K 0.01%
+11,393
407
$271K 0.01%
+1,681
408
$271K 0.01%
+4,006
409
$270K 0.01%
+1,432
410
$268K 0.01%
+1,962
411
$268K 0.01%
+3,077
412
$267K 0.01%
+1,856
413
$267K 0.01%
+1,221
414
$267K 0.01%
+1,749
415
$265K 0.01%
+8,081
416
$264K 0.01%
+1,953
417
$264K 0.01%
+1,161
418
$263K 0.01%
+6,977
419
$263K 0.01%
+5,230
420
$263K 0.01%
+4,476
421
$262K 0.01%
+5,633
422
$261K 0.01%
+4,806
423
$260K 0.01%
+12,260
424
$256K 0.01%
+4,944
425
$256K 0.01%
+1,887
15 16
17
18 19