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
551
$293K ﹤0.01%
+1,305
552
$292K ﹤0.01%
2,407
-134
553
$289K ﹤0.01%
18,746
-240
554
$289K ﹤0.01%
2,812
-1,672
555
$289K ﹤0.01%
3,853
-4
556
$288K ﹤0.01%
15,657
+976
557
$286K ﹤0.01%
5,042
-300
558
$285K ﹤0.01%
4,801
+234
559
$285K ﹤0.01%
1,440
+227
560
$284K ﹤0.01%
810
-5
561
$284K ﹤0.01%
25,070
+5,000
562
$282K ﹤0.01%
3,392
+52
563
$282K ﹤0.01%
2,514
+205
564
$280K ﹤0.01%
10,255
-652
565
$279K ﹤0.01%
2,136
+1
566
$279K ﹤0.01%
9,357
567
$278K ﹤0.01%
7,491
-132
568
$278K ﹤0.01%
4,786
+139
569
$277K ﹤0.01%
4,430
+664
570
$277K ﹤0.01%
+8,156
571
$276K ﹤0.01%
8,740
+609
572
$274K ﹤0.01%
14,287
+451
573
$273K ﹤0.01%
5,197
+229
574
$272K ﹤0.01%
3,349
-429
575
$271K ﹤0.01%
+6,746
21 22
23
24 25