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
$6.26B
AUM Growth
+$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$18.1M
3
+$15M
4
HD icon
Home Depot
HD
+$12.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.07M

Top Sells

1
+$13.2M
2
+$12.6M
3
+$4.32M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.23M

Sector Composition

1 Technology 6.71%
2 Consumer Discretionary 3.72%
3 Financials 3.11%
4 Healthcare 2.75%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$531K 0.01%
8,170
+148
402
$529K 0.01%
14,685
-241
403
$526K 0.01%
10,468
+2,240
404
$525K 0.01%
43,037
+864
405
$525K 0.01%
7,512
406
$524K 0.01%
11,158
407
$523K 0.01%
4,212
-716
408
$515K 0.01%
15,524
409
$512K 0.01%
12,054
-374
410
$510K 0.01%
16,868
-15,775
411
$509K 0.01%
708
+6
412
$505K 0.01%
3,422
+479
413
$504K 0.01%
8,085
414
$503K 0.01%
3,504
+344
415
$503K 0.01%
15,665
416
$496K 0.01%
13,933
-725
417
$495K 0.01%
5,946
+56
418
$493K 0.01%
4,099
-511
419
$490K 0.01%
17,949
+938
420
$489K 0.01%
2,929
+115
421
$489K 0.01%
2,390
+139
422
$489K 0.01%
1,958
+9
423
$487K 0.01%
21,118
-714
424
$485K 0.01%
1,321
-43
425
$480K 0.01%
8,037
+296
15 16
17
18 19