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
76
$8.93M 0.14%
200,395
-1,403
77
$8.8M 0.14%
40,035
+856
78
$8.76M 0.14%
305,506
+72,579
79
$8.74M 0.14%
66,281
-1,056
80
$8.64M 0.14%
78,311
-20
81
$8.59M 0.14%
75,977
-88
82
$8.25M 0.13%
167,786
-13,248
83
$8.17M 0.13%
61,059
+2,146
84
$8.08M 0.13%
111,491
-2,242
85
$8.04M 0.13%
51,417
+178
86
$8.03M 0.13%
32,642
+2,331
87
$7.9M 0.13%
19,640
+7,457
88
$7.87M 0.13%
332,313
-1,998
89
$7.68M 0.12%
37,537
+1,806
90
$7.6M 0.12%
47,151
+765
91
$7.59M 0.12%
206,905
+6,836
92
$7.45M 0.12%
161,314
-900
93
$7.32M 0.12%
32,954
+2,008
94
$7.19M 0.11%
50,618
+1,412
95
$7.06M 0.11%
42,672
-366
96
$7.05M 0.11%
112,288
-962
97
$7.02M 0.11%
39,139
+4,910
98
$6.93M 0.11%
66,778
+421
99
$6.59M 0.11%
177,160
-2,047
100
$6.47M 0.1%
295,554
-10,500
2 3
4
5 6