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
476
$383K 0.01%
6,602
-3,638
477
$382K 0.01%
17,598
+217
478
$380K 0.01%
3,369
-1,147
479
$377K 0.01%
3,690
-636
480
$377K 0.01%
3,242
-9
481
$374K 0.01%
7,565
+1,848
482
$373K 0.01%
15,665
-745
483
$370K 0.01%
6,780
484
$370K 0.01%
11,860
-777
485
$368K 0.01%
4,167
+1,256
486
$368K 0.01%
19,299
-11,163
487
$367K 0.01%
5,078
+192
488
$367K 0.01%
4,689
+10
489
$367K 0.01%
12,179
-5,594
490
$366K 0.01%
5,033
-440
491
$364K 0.01%
2,253
-13
492
$362K 0.01%
10,842
+94
493
$360K 0.01%
7,650
+1,000
494
$359K 0.01%
+7,450
495
$356K 0.01%
9,012
+198
496
$349K 0.01%
3,461
+192
497
$349K 0.01%
5,906
498
$347K 0.01%
3,695
+741
499
$345K 0.01%
8,558
+892
500
$344K 0.01%
4,558
-408
18 19
20
21 22