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
476
$211K ﹤0.01%
+3,717
477
$211K ﹤0.01%
+623
478
$210K ﹤0.01%
+2,442
479
$210K ﹤0.01%
+3,905
480
$210K ﹤0.01%
+5,066
481
$210K ﹤0.01%
+8,176
482
$209K ﹤0.01%
+1,296
483
$209K ﹤0.01%
+3,783
484
$208K ﹤0.01%
+1,608
485
$206K ﹤0.01%
+1,180
486
$206K ﹤0.01%
+5,862
487
$206K ﹤0.01%
+7,958
488
$205K ﹤0.01%
+3,931
489
$205K ﹤0.01%
+8,169
490
$204K ﹤0.01%
+509
491
$204K ﹤0.01%
+4,097
492
$203K ﹤0.01%
+7,795
493
$203K ﹤0.01%
+1,919
494
$202K ﹤0.01%
+254
495
$202K ﹤0.01%
+2,560
496
$202K ﹤0.01%
+3,851
497
$198K ﹤0.01%
+21,244
498
$185K ﹤0.01%
+11,328
499
$153K ﹤0.01%
+5,058
500
$147K ﹤0.01%
+835
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