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
$6.26B
AUM Growth
+$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$18.1M
3
+$15M
4
HD icon
Home Depot
HD
+$12.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$9.07M

Top Sells

1
+$13.2M
2
+$12.6M
3
+$4.32M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.23M

Sector Composition

1 Technology 6.71%
2 Consumer Discretionary 3.72%
3 Financials 3.11%
4 Healthcare 2.75%
5 Industrials 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$436K 0.01%
9,341
452
$433K 0.01%
12,279
+143
453
$433K 0.01%
10,148
-2,400
454
$432K 0.01%
17,550
-296
455
$432K 0.01%
52,811
+1,624
456
$432K 0.01%
13,647
+32
457
$429K 0.01%
9,614
+302
458
$427K 0.01%
14,645
-3,918
459
$421K 0.01%
7,352
-117
460
$420K 0.01%
2,137
-387
461
$418K 0.01%
1,466
+81
462
$413K 0.01%
5,122
+89
463
$413K 0.01%
4,118
-49
464
$413K 0.01%
4,564
-214
465
$411K 0.01%
+6,493
466
$410K 0.01%
7,142
467
$409K 0.01%
7,129
+818
468
$407K 0.01%
1,802
+145
469
$403K 0.01%
7,084
470
$403K 0.01%
1,720
+92
471
$401K 0.01%
8,064
-27
472
$400K 0.01%
2,045
+63
473
$400K 0.01%
2,746
+182
474
$399K 0.01%
9,806
-828
475
$396K 0.01%
11,776
+44
17 18
19
20 21