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
526
$310K 0.01%
+8,026
527
$310K 0.01%
+3,778
528
$308K 0.01%
6,291
-10,348
529
$306K 0.01%
11,561
530
$306K 0.01%
5,823
-204
531
$302K 0.01%
7,157
+38
532
$302K 0.01%
+903
533
$301K 0.01%
3,613
-24
534
$299K 0.01%
1,414
+36
535
$298K 0.01%
6,020
-49
536
$298K 0.01%
3,599
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537
$297K 0.01%
10,907
-39
538
$296K 0.01%
10,368
539
$296K 0.01%
8,203
+2,036
540
$293K 0.01%
9,700
+5
541
$291K 0.01%
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542
$291K 0.01%
1,288
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543
$291K 0.01%
7,623
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544
$290K 0.01%
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545
$290K 0.01%
4,444
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546
$289K 0.01%
9,908
-1,017
547
$287K 0.01%
28,212
-85
548
$287K 0.01%
7,686
+36
549
$287K 0.01%
1,498
-1,958
550
$283K ﹤0.01%
5,342
+501
20 21
22
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