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
426
$463K 0.01%
2,943
-5,678
427
$460K 0.01%
12,136
+1,465
428
$460K 0.01%
2,336
-49
429
$458K 0.01%
17,011
-2,485
430
$457K 0.01%
4,778
+2,387
431
$456K 0.01%
8,282
+867
432
$455K 0.01%
9,019
-912
433
$452K 0.01%
4,873
-5,136
434
$451K 0.01%
9,312
+545
435
$450K 0.01%
7,469
-498
436
$450K 0.01%
17,846
-1,066
437
$448K 0.01%
8,085
438
$447K 0.01%
10,916
439
$447K 0.01%
10,248
+1,175
440
$445K 0.01%
10,634
+2,124
441
$442K 0.01%
2,166
+493
442
$442K 0.01%
16,020
+10
443
$440K 0.01%
9,341
444
$438K 0.01%
1,316
+198
445
$437K 0.01%
9,860
+22
446
$437K 0.01%
2,814
-276
447
$433K 0.01%
10,574
+655
448
$432K 0.01%
4,695
+650
449
$432K 0.01%
4,515
+161
450
$429K 0.01%
13,615
16 17
18
19 20