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
426
$757K 0.01%
13,760
+58
427
$755K 0.01%
3,832
-754
428
$755K 0.01%
7,482
+1,225
429
$753K 0.01%
8,581
430
$751K 0.01%
7,200
+1,287
431
$749K 0.01%
7,120
+315
432
$749K 0.01%
4,938
+76
433
$741K 0.01%
7,585
-669
434
$734K 0.01%
+8,563
435
$732K 0.01%
2,452
-248
436
$725K 0.01%
8,666
437
$721K 0.01%
2,782
+424
438
$719K 0.01%
14,356
-3,870
439
$719K 0.01%
28,429
+265
440
$709K 0.01%
+84,357
441
$705K 0.01%
5,151
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442
$704K 0.01%
6,740
+3,200
443
$701K 0.01%
4,620
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444
$701K 0.01%
31,560
445
$701K 0.01%
55,903
+8,665
446
$699K 0.01%
22,645
+2,001
447
$694K 0.01%
10,408
+2,997
448
$686K 0.01%
2,665
+918
449
$684K 0.01%
12,419
+8,843
450
$683K 0.01%
2,768
+668
16 17
18
19 20