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
676
$205K ﹤0.01%
+2,169
677
$203K ﹤0.01%
20,164
678
$203K ﹤0.01%
7,958
679
$203K ﹤0.01%
28,328
-30
680
$202K ﹤0.01%
5,621
-6
681
$202K ﹤0.01%
+1,843
682
$202K ﹤0.01%
40,000
683
$202K ﹤0.01%
14,291
+970
684
$201K ﹤0.01%
1,415
685
$200K ﹤0.01%
+1,741
686
$191K ﹤0.01%
13,000
+1,000
687
$188K ﹤0.01%
+10,000
688
$186K ﹤0.01%
10,204
+204
689
$183K ﹤0.01%
18,386
+4,346
690
$177K ﹤0.01%
1,550
+25
691
$175K ﹤0.01%
26,207
692
$172K ﹤0.01%
11,790
-45,931
693
$170K ﹤0.01%
14,433
694
$168K ﹤0.01%
14,462
695
$165K ﹤0.01%
+10,255
696
$154K ﹤0.01%
+52,082
697
$154K ﹤0.01%
10,366
+255
698
$146K ﹤0.01%
+15,825
699
$143K ﹤0.01%
23,885
+10,365
700
$142K ﹤0.01%
13,065
+995
26 27
28
29 30