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
601
$247K ﹤0.01%
3,869
-46
602
$247K ﹤0.01%
9,556
603
$247K ﹤0.01%
1,344
-101
604
$245K ﹤0.01%
6,994
-446
605
$244K ﹤0.01%
2,110
-326
606
$244K ﹤0.01%
3,005
-2,395
607
$244K ﹤0.01%
3,118
608
$244K ﹤0.01%
+190
609
$244K ﹤0.01%
+9,019
610
$242K ﹤0.01%
9,071
611
$242K ﹤0.01%
2,922
-30
612
$242K ﹤0.01%
18,539
+393
613
$241K ﹤0.01%
4,956
-44
614
$241K ﹤0.01%
2,454
-267
615
$241K ﹤0.01%
3,000
616
$240K ﹤0.01%
6,761
-1,265
617
$238K ﹤0.01%
9,452
+8
618
$238K ﹤0.01%
+580
619
$237K ﹤0.01%
2,928
620
$236K ﹤0.01%
5,784
+1
621
$235K ﹤0.01%
2,492
-142
622
$235K ﹤0.01%
3,209
+251
623
$234K ﹤0.01%
3,966
+71
624
$231K ﹤0.01%
+6,273
625
$231K ﹤0.01%
5,188
-1,985
23 24
25
26 27