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
576
$262K ﹤0.01%
2,634
-48
577
$261K ﹤0.01%
+3,560
578
$259K ﹤0.01%
+4,251
579
$259K ﹤0.01%
10,131
580
$259K ﹤0.01%
2,541
+157
581
$258K ﹤0.01%
+3,915
582
$256K ﹤0.01%
13,836
+722
583
$255K ﹤0.01%
9,556
-1
584
$255K ﹤0.01%
3,340
-52
585
$253K ﹤0.01%
2,141
-113
586
$252K ﹤0.01%
11,411
+1,394
587
$252K ﹤0.01%
3,677
+131
588
$251K ﹤0.01%
8,091
-99
589
$250K ﹤0.01%
3,950
-88
590
$250K ﹤0.01%
6,216
-226
591
$250K ﹤0.01%
12,021
-19,335
592
$250K ﹤0.01%
3,256
-755
593
$247K ﹤0.01%
3,150
-166
594
$247K ﹤0.01%
7,796
+1,262
595
$247K ﹤0.01%
2,963
-63
596
$246K ﹤0.01%
+1,096
597
$246K ﹤0.01%
+9,128
598
$246K ﹤0.01%
10,247
+875
599
$245K ﹤0.01%
2,309
-31
600
$244K ﹤0.01%
5,324
-412
22 23
24
25 26