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
$7.94B
AUM Growth
+$986M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$73.6M
3
+$60.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$26.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$22.2M

Top Sells

1
+$8.36M
2
+$6.13M
3
+$4.46M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.18M

Sector Composition

1 Technology 7.09%
2 Consumer Discretionary 5.98%
3 Financials 3.53%
4 Healthcare 2.76%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$544K 0.01%
9,130
477
$544K 0.01%
24,222
+7,431
478
$544K 0.01%
7,120
-26
479
$543K 0.01%
34,340
+3,233
480
$541K 0.01%
799
+16
481
$539K 0.01%
1,030
+71
482
$535K 0.01%
15,545
483
$532K 0.01%
10,916
484
$526K 0.01%
18,474
-121
485
$526K 0.01%
+21,113
486
$523K 0.01%
5,187
+98
487
$522K 0.01%
10,961
+62
488
$522K 0.01%
9,129
+1,459
489
$521K 0.01%
4,991
-358
490
$517K 0.01%
11,652
+16
491
$516K 0.01%
14,373
+604
492
$514K 0.01%
7,518
+2,550
493
$513K 0.01%
3,972
+400
494
$510K 0.01%
7,411
+1,181
495
$510K 0.01%
+2,648
496
$508K 0.01%
+10,329
497
$505K 0.01%
5,952
498
$500K 0.01%
893
+72
499
$498K 0.01%
4,872
+277
500
$498K 0.01%
1,825
-2
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20
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