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
426
$480K 0.01%
11,598
-11
427
$473K 0.01%
8,121
-161
428
$471K 0.01%
16,020
429
$469K 0.01%
5,210
-264
430
$467K 0.01%
18,128
+3,699
431
$466K 0.01%
1,410
+94
432
$465K 0.01%
3,621
+379
433
$462K 0.01%
115,022
-700
434
$461K 0.01%
8,474
-545
435
$461K 0.01%
33,018
436
$460K 0.01%
4,815
+300
437
$459K 0.01%
4,551
-144
438
$459K 0.01%
10,916
439
$455K 0.01%
10,190
+330
440
$450K 0.01%
2,170
+4
441
$448K 0.01%
5,718
+345
442
$448K 0.01%
5,032
+251
443
$446K 0.01%
11,012
+916
444
$444K 0.01%
3,050
+695
445
$443K 0.01%
11,075
+501
446
$441K 0.01%
31,471
447
$440K 0.01%
3,806
+1,343
448
$438K 0.01%
2,685
449
$437K 0.01%
13,736
-8,849
450
$437K 0.01%
2,133
-67
16 17
18
19 20