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
$6.96B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$43.3M
3
+$30.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.6M

Top Sells

1
+$134M
2
+$4.86M
3
+$4.06M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.18M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.52M

Sector Composition

1 Technology 7.14%
2 Consumer Discretionary 5.34%
3 Financials 3.48%
4 Healthcare 2.7%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$558K 0.01%
+19,630
427
$554K 0.01%
+12,409
428
$552K 0.01%
1,053
+159
429
$550K 0.01%
6,644
+594
430
$548K 0.01%
8,085
431
$547K 0.01%
9,130
-50
432
$542K 0.01%
7,512
433
$539K 0.01%
1,386
-426
434
$538K 0.01%
2,252
+148
435
$538K 0.01%
6,113
+166
436
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15,524
437
$531K 0.01%
18,595
-2,067
438
$529K 0.01%
8,376
-96
439
$528K 0.01%
14,068
+135
440
$525K 0.01%
519
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441
$523K 0.01%
16,035
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442
$519K 0.01%
4,110
-1,205
443
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2,271
-87
444
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3,139
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445
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7,398
+2,522
446
$515K 0.01%
7,146
-668
447
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5,089
+435
448
$514K 0.01%
27,721
+2,416
449
$513K 0.01%
10,899
450
$512K 0.01%
3,551
+345
16 17
18
19 20