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
401
$539K 0.01%
10,384
+95
402
$534K 0.01%
2,805
+22
403
$532K 0.01%
11,158
404
$522K 0.01%
15,524
+434
405
$522K 0.01%
11,115
+391
406
$521K 0.01%
14,926
+774
407
$517K 0.01%
+14,658
408
$512K 0.01%
21,832
-4,068
409
$508K 0.01%
12,428
-192
410
$507K 0.01%
8,395
+747
411
$506K 0.01%
4,621
-11,955
412
$504K 0.01%
7,512
413
$497K 0.01%
5,474
-264
414
$496K 0.01%
42,173
-311
415
$496K 0.01%
1,949
+547
416
$494K 0.01%
25,450
+82
417
$490K 0.01%
11,609
+44
418
$489K 0.01%
2,160
+181
419
$488K 0.01%
1,364
+241
420
$484K 0.01%
6,474
+127
421
$482K 0.01%
15,212
-1,035
422
$477K 0.01%
4,484
-515
423
$476K 0.01%
12,654
+816
424
$469K 0.01%
5,432
-20,787
425
$469K 0.01%
2,251
+237
15 16
17
18 19