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
$6.96B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$43.3M
3
+$30.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.6M

Top Sells

1
+$134M
2
+$4.86M
3
+$4.06M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.18M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.52M

Sector Composition

1 Technology 7.14%
2 Consumer Discretionary 5.34%
3 Financials 3.48%
4 Healthcare 2.7%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$291K ﹤0.01%
4,968
-6,451
627
$289K ﹤0.01%
+6,134
628
$289K ﹤0.01%
3,342
+588
629
$287K ﹤0.01%
3,000
630
$285K ﹤0.01%
8,611
-190
631
$285K ﹤0.01%
8,826
632
$284K ﹤0.01%
+9,123
633
$283K ﹤0.01%
+180
634
$282K ﹤0.01%
6,488
+280
635
$282K ﹤0.01%
3,291
+364
636
$280K ﹤0.01%
11,345
637
$278K ﹤0.01%
7,750
-10,074
638
$278K ﹤0.01%
2,183
+82
639
$276K ﹤0.01%
6,796
+13
640
$275K ﹤0.01%
3,634
+88
641
$273K ﹤0.01%
1,464
-122
642
$273K ﹤0.01%
3,522
+650
643
$272K ﹤0.01%
3,837
-29
644
$271K ﹤0.01%
191
+14
645
$270K ﹤0.01%
+987
646
$269K ﹤0.01%
+652
647
$268K ﹤0.01%
3,100
-187
648
$268K ﹤0.01%
13,599
649
$267K ﹤0.01%
946
-35
650
$266K ﹤0.01%
+4,772
24 25
26
27 28