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
$5.76B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$33.4M
3
+$18.3M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$12.9M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.9M

Top Sells

1
+$39M
2
+$15.8M
3
+$14.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.66M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.1M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 3.51%
3 Financials 3.04%
4 Healthcare 2.58%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$428K 0.01%
7,102
+568
452
$424K 0.01%
10,096
+976
453
$421K 0.01%
5,400
-1,574
454
$421K 0.01%
2,524
+415
455
$417K 0.01%
8,228
456
$417K 0.01%
5,890
+51
457
$414K 0.01%
1,734
+32
458
$412K 0.01%
8,684
459
$411K 0.01%
33,018
460
$410K 0.01%
2,200
+506
461
$408K 0.01%
5,058
+375
462
$407K 0.01%
6,685
+1,662
463
$407K 0.01%
+7,142
464
$407K 0.01%
7,084
465
$405K 0.01%
714
-6
466
$403K 0.01%
720
-23
467
$398K 0.01%
6,288
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468
$397K 0.01%
2,685
-45
469
$395K 0.01%
3,160
+91
470
$392K 0.01%
31,471
471
$392K 0.01%
51,187
+444
472
$389K 0.01%
14,000
473
$389K 0.01%
1,982
+81
474
$387K 0.01%
14,534
+1,152
475
$385K 0.01%
1,385
+154
17 18
19
20 21