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
501
$496K 0.01%
3,757
+400
502
$494K 0.01%
6,164
+90
503
$492K 0.01%
+4,750
504
$491K 0.01%
4,572
-151
505
$491K 0.01%
13,070
+5,320
506
$488K 0.01%
+13,800
507
$488K 0.01%
2,233
-38
508
$484K 0.01%
3,360
+322
509
$482K 0.01%
24,017
+885
510
$481K 0.01%
3,231
+20
511
$477K 0.01%
+13,663
512
$475K 0.01%
9,001
-96
513
$475K 0.01%
1,747
+166
514
$474K 0.01%
2,100
515
$474K 0.01%
2,432
+787
516
$471K 0.01%
19,849
-544
517
$470K 0.01%
28,739
+1,018
518
$469K 0.01%
3,165
+202
519
$469K 0.01%
12,699
+1,069
520
$468K 0.01%
14,533
+577
521
$467K 0.01%
4,287
+61
522
$466K 0.01%
7,312
+102
523
$465K 0.01%
15,169
-3,377
524
$464K 0.01%
1,874
-316
525
$463K 0.01%
9,821
19 20
21
22 23