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
$4.88B
AUM Growth
-$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$37.3M
3
+$28.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$27.5M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$57.4M
2
+$14.1M
3
+$8.78M
4
VTV icon
Vanguard Value ETF
VTV
+$7.14M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$6.88M

Sector Composition

1 Technology 4.79%
2 Consumer Discretionary 3.03%
3 Healthcare 2.59%
4 Financials 2.56%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$285K 0.01%
1,358
+69
452
$284K 0.01%
+16,497
453
$283K 0.01%
+6,241
454
$282K 0.01%
1,379
+435
455
$282K 0.01%
9,634
456
$278K 0.01%
7,152
+812
457
$278K 0.01%
1,654
+157
458
$277K 0.01%
4,552
+750
459
$276K 0.01%
1,013
+121
460
$273K 0.01%
3,234
+202
461
$272K 0.01%
+5,522
462
$271K 0.01%
6,468
-710
463
$270K 0.01%
+5,623
464
$269K 0.01%
7,980
+2,042
465
$268K 0.01%
1,800
+109
466
$268K 0.01%
4,179
+110
467
$265K 0.01%
982
+228
468
$264K 0.01%
3,293
-10,939
469
$263K 0.01%
9,556
-3,201
470
$262K 0.01%
1,840
+131
471
$262K 0.01%
14,350
472
$261K 0.01%
6,475
-668
473
$261K 0.01%
3,821
+922
474
$261K 0.01%
17,844
-86,726
475
$261K 0.01%
3,726
+421
17 18
19
20 21