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
551
$477K 0.01%
949
+109
552
$477K 0.01%
48,761
+9,927
553
$474K 0.01%
13,290
+3,381
554
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317
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555
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556
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5,997
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557
$466K 0.01%
5,524
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558
$465K 0.01%
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559
$460K 0.01%
5,167
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560
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561
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12,708
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562
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563
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7,531
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564
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2,244
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565
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8,375
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$450K 0.01%
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570
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25,574
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571
$446K 0.01%
10,294
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572
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8,360
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573
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3,438
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574
$440K 0.01%
2,141
+975
575
$437K 0.01%
30,719
-3,621
21 22
23
24 25