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
$4.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$525M
3
+$374M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$248M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$215M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.2%
2 Consumer Discretionary 2.47%
3 Financials 2.41%
4 Healthcare 1.71%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$230K ﹤0.01%
+818
452
$230K ﹤0.01%
+4,890
453
$230K ﹤0.01%
+623
454
$230K ﹤0.01%
+5,485
455
$228K ﹤0.01%
+3,170
456
$228K ﹤0.01%
+2,324
457
$228K ﹤0.01%
+5,303
458
$227K ﹤0.01%
+2,093
459
$226K ﹤0.01%
+9,917
460
$226K ﹤0.01%
+344
461
$225K ﹤0.01%
+2,897
462
$225K ﹤0.01%
+2,430
463
$225K ﹤0.01%
+1,898
464
$225K ﹤0.01%
+985
465
$223K ﹤0.01%
+1,107
466
$221K ﹤0.01%
+1,973
467
$221K ﹤0.01%
+3,093
468
$220K ﹤0.01%
+5,076
469
$219K ﹤0.01%
+318
470
$219K ﹤0.01%
+3,690
471
$218K ﹤0.01%
+7,268
472
$216K ﹤0.01%
+1,115
473
$215K ﹤0.01%
+322
474
$213K ﹤0.01%
+1,849
475
$213K ﹤0.01%
+4,000
17 18
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