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
551
$282K ﹤0.01%
795
+1
552
$282K ﹤0.01%
1,445
+111
553
$278K ﹤0.01%
14,072
+272
554
$277K ﹤0.01%
16,154
-1,382
555
$277K ﹤0.01%
+2,227
556
$276K ﹤0.01%
+506
557
$276K ﹤0.01%
18,352
+224
558
$276K ﹤0.01%
2,463
-336
559
$275K ﹤0.01%
8,022
+27
560
$274K ﹤0.01%
1,740
+327
561
$271K ﹤0.01%
6,751
-746
562
$269K ﹤0.01%
5,000
+1,110
563
$269K ﹤0.01%
5,128
+313
564
$269K ﹤0.01%
5,338
+225
565
$267K ﹤0.01%
1,826
+196
566
$267K ﹤0.01%
4,647
+459
567
$266K ﹤0.01%
815
-30
568
$265K ﹤0.01%
4,968
+799
569
$265K ﹤0.01%
+2,436
570
$265K ﹤0.01%
4,567
+852
571
$265K ﹤0.01%
2,721
+94
572
$264K ﹤0.01%
11,345
-621
573
$263K ﹤0.01%
9,357
-29
574
$262K ﹤0.01%
+7,440
575
$262K ﹤0.01%
14,058
-779
21 22
23
24 25