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
501
$142K ﹤0.01%
+19,690
502
$138K ﹤0.01%
+20,084
503
$118K ﹤0.01%
+40,000
504
$111K ﹤0.01%
+2,174
505
$103K ﹤0.01%
+3,300
506
$63K ﹤0.01%
+10,025
507
$62K ﹤0.01%
+24,432
508
$49K ﹤0.01%
+11,600
509
$25K ﹤0.01%
+10,000
510
$17K ﹤0.01%
+10,000
511
$3K ﹤0.01%
+133