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
$8.56B
AUM Growth
+$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$36.4M
3
+$31.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.6M
5
ALB icon
Albemarle
ALB
+$27.8M

Top Sells

1
+$16M
2
+$5.33M
3
+$5.08M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.14M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3M

Sector Composition

1 Technology 8.42%
2 Consumer Discretionary 5.53%
3 Financials 3.48%
4 Healthcare 2.77%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$838K 0.01%
3,831
+188
402
$832K 0.01%
11,854
+1,575
403
$828K 0.01%
37,863
404
$826K 0.01%
24,538
+1,350
405
$824K 0.01%
26,974
-983
406
$821K 0.01%
5,893
+3,316
407
$819K 0.01%
55,807
408
$819K 0.01%
641
+94
409
$815K 0.01%
4,891
+23
410
$808K 0.01%
1,100
+5
411
$799K 0.01%
31,533
+7,375
412
$796K 0.01%
+4,643
413
$794K 0.01%
8,297
+3,425
414
$792K 0.01%
20,294
+6,226
415
$792K 0.01%
+31,706
416
$788K 0.01%
3,102
+407
417
$785K 0.01%
25,337
+6,863
418
$785K 0.01%
+2,059
419
$784K 0.01%
2,830
+232
420
$779K 0.01%
31,197
+13,334
421
$776K 0.01%
2,697
+1,246
422
$769K 0.01%
12,848
+1,415
423
$769K 0.01%
936
+137
424
$766K 0.01%
13,573
-2,450
425
$766K 0.01%
2,840
+416
15 16
17
18 19