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
526
$318K 0.01%
898
-5
527
$317K 0.01%
1,289
+1
528
$317K 0.01%
6,748
-817
529
$317K 0.01%
3,458
+308
530
$316K 0.01%
3,903
+737
531
$315K 0.01%
5,769
-2,915
532
$313K 0.01%
714
533
$311K 0.01%
+10,819
534
$310K ﹤0.01%
11,561
535
$309K ﹤0.01%
+11,375
536
$307K ﹤0.01%
3,613
537
$306K ﹤0.01%
4,738
+193
538
$302K ﹤0.01%
3,612
+52
539
$302K ﹤0.01%
7,719
+33
540
$301K ﹤0.01%
9,908
541
$301K ﹤0.01%
558
+97
542
$301K ﹤0.01%
14,058
543
$300K ﹤0.01%
6,020
544
$300K ﹤0.01%
14,000
-72
545
$299K ﹤0.01%
3,164
+80
546
$298K ﹤0.01%
10,368
547
$298K ﹤0.01%
635
-85
548
$297K ﹤0.01%
4,754
+310
549
$297K ﹤0.01%
3,434
-1,998
550
$295K ﹤0.01%
3,214
-481
20 21
22
23 24