HWM

HB Wealth Management Portfolio holdings

AUM $15.4B
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
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
+$85.7M
2
+$40.9M
3
+$29.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.4M

Top Sells

1
+$143M
2
+$4.76M
3
+$3.8M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.16M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.36M

Sector Composition

1 Technology 7.14%
2 Consumer Discretionary 5.34%
3 Financials 3.49%
4 Healthcare 2.7%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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