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
$4.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.49B
2
+$525M
3
+$374M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$248M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$215M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.2%
2 Consumer Discretionary 2.47%
3 Financials 2.41%
4 Healthcare 1.71%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.75M 0.16%
+112,912
52
$7.74M 0.16%
+163,459
53
$7.6M 0.15%
+107,129
54
$7.54M 0.15%
+103,074
55
$7.47M 0.15%
+44,472
56
$7.38M 0.15%
+79,101
57
$7.37M 0.15%
+34,019
58
$7.37M 0.15%
+93,683
59
$7.23M 0.15%
+219,078
60
$7.22M 0.15%
+149,802
61
$7.11M 0.14%
+57,969
62
$7.07M 0.14%
+54,719
63
$6.95M 0.14%
+43,862
64
$6.88M 0.14%
+25,668
65
$6.78M 0.14%
+98,844
66
$6.78M 0.14%
+17,031
67
$6.64M 0.13%
+26,349
68
$6.51M 0.13%
+44,980
69
$6.42M 0.13%
+40,986
70
$6.25M 0.13%
+124,258
71
$5.8M 0.12%
+50,655
72
$5.75M 0.12%
+65,886
73
$5.74M 0.12%
+26,196
74
$5.65M 0.11%
+65,671
75
$5.53M 0.11%
+357,945
1 2
3
4 5