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
651
$218K ﹤0.01%
+2,373
652
$216K ﹤0.01%
14,564
-7,435
653
$216K ﹤0.01%
1,619
654
$216K ﹤0.01%
+7,098
655
$214K ﹤0.01%
5,332
+52
656
$213K ﹤0.01%
2,655
-642
657
$212K ﹤0.01%
+5,627
658
$212K ﹤0.01%
+1,151
659
$211K ﹤0.01%
+1,543
660
$211K ﹤0.01%
+3,876
661
$210K ﹤0.01%
3,110
-98
662
$209K ﹤0.01%
+1,307
663
$209K ﹤0.01%
3,857
+99
664
$209K ﹤0.01%
+1,213
665
$209K ﹤0.01%
1,415
-245
666
$207K ﹤0.01%
+4,314
667
$206K ﹤0.01%
+1,917
668
$206K ﹤0.01%
+2,920
669
$205K ﹤0.01%
8,206
670
$204K ﹤0.01%
119,579
+1,100
671
$203K ﹤0.01%
+3,000
672
$203K ﹤0.01%
6,668
+947
673
$203K ﹤0.01%
+9,106
674
$202K ﹤0.01%
5,921
-225
675
$202K ﹤0.01%
7,958
25 26
27
28 29