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HWM

HB Wealth Management Portfolio holdings

AUM $15.4B
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.56B
AUM Growth
+$617M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$35.9M
3
+$34.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$31.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.3M

Top Sells

1
+$16M
2
+$5.36M
3
+$4.97M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$3.12M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.97M

Sector Composition

1 Technology 8.41%
2 Consumer Discretionary 5.53%
3 Financials 3.49%
4 Healthcare 2.77%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-4,280
927
– –
-2,290
928
– –
-15,001
929
– –
-200
930
– –
-40,000
931
– –
-3,785
932
– –
-8,248
34 35 36 37
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