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
$6.96B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$43.3M
3
+$30.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.6M

Top Sells

1
+$134M
2
+$4.86M
3
+$4.06M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.18M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.52M

Sector Composition

1 Technology 7.14%
2 Consumer Discretionary 5.34%
3 Financials 3.48%
4 Healthcare 2.7%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$382K 0.01%
4,280
+200
527
$379K 0.01%
4,254
-1,293
528
$377K 0.01%
1,393
+107
529
$376K 0.01%
4,861
+357
530
$373K 0.01%
6,673
+2,543
531
$372K 0.01%
6,027
+1,682
532
$372K 0.01%
4,793
+182
533
$371K 0.01%
2,158
+652
534
$371K 0.01%
11,362
+4,367
535
$369K 0.01%
30,305
-31,254
536
$369K 0.01%
26,071
+2,433
537
$368K 0.01%
4,545
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538
$367K 0.01%
+3,540
539
$364K 0.01%
9,758
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540
$364K 0.01%
1,408
-252
541
$364K 0.01%
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542
$364K 0.01%
+2,398
543
$363K 0.01%
9,898
-7,643
544
$360K 0.01%
5,032
-742
545
$359K 0.01%
2,233
+422
546
$359K 0.01%
2,626
+672
547
$359K 0.01%
6,265
-515
548
$355K 0.01%
+3,888
549
$351K 0.01%
6,044
+1,268
550
$351K 0.01%
3,125
+697
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