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
476
$396K 0.01%
4,890
-168
477
$394K 0.01%
9,870
-378
478
$390K 0.01%
6,905
+303
479
$390K 0.01%
4,421
+822
480
$388K 0.01%
6,735
+829
481
$388K 0.01%
11,566
-613
482
$385K 0.01%
834
+39
483
$383K 0.01%
10,842
484
$383K 0.01%
14,621
+87
485
$383K 0.01%
14,000
486
$382K 0.01%
1,944
-738
487
$381K 0.01%
5,236
+678
488
$380K 0.01%
6,780
489
$379K 0.01%
5,916
490
$378K 0.01%
8,558
491
$378K 0.01%
19,767
-5,683
492
$370K 0.01%
4,439
+749
493
$369K 0.01%
+9,016
494
$367K 0.01%
1,671
+173
495
$365K 0.01%
9,110
+98
496
$362K 0.01%
7,450
497
$359K 0.01%
2,041
+480
498
$358K 0.01%
4,372
-317
499
$357K 0.01%
3,421
-40
500
$357K 0.01%
4,620
+369
18 19
20
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