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
$8.56B
AUM Growth
+$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$36.4M
3
+$31.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.6M
5
ALB icon
Albemarle
ALB
+$27.8M

Top Sells

1
+$16M
2
+$5.33M
3
+$5.08M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.14M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3M

Sector Composition

1 Technology 8.42%
2 Consumer Discretionary 5.53%
3 Financials 3.48%
4 Healthcare 2.77%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$523K 0.01%
2,731
+481
527
$522K 0.01%
10,899
-62
528
$522K 0.01%
15,442
+1,583
529
$520K 0.01%
4,762
+12
530
$518K 0.01%
11,667
+15
531
$518K 0.01%
+15,176
532
$518K 0.01%
81,383
-19,635
533
$515K 0.01%
2,070
+245
534
$511K 0.01%
17,972
+6,525
535
$511K 0.01%
10,916
536
$509K 0.01%
10,197
+650
537
$508K 0.01%
6,894
+2,726
538
$508K 0.01%
15,224
-1,393
539
$507K 0.01%
1,314
+284
540
$503K 0.01%
5,790
+1,250
541
$500K 0.01%
2,914
+1
542
$499K 0.01%
5,958
+6
543
$488K 0.01%
4,568
-4
544
$488K 0.01%
9,767
+638
545
$484K 0.01%
9,162
+2,017
546
$482K 0.01%
4,085
+211
547
$482K 0.01%
24,175
+158
548
$482K 0.01%
9,017
+3,622
549
$480K 0.01%
2,357
+124
550
$479K 0.01%
9,496
+91
20 21
22
23 24