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
101
$3.75M 0.08%
+48,991
102
$3.69M 0.07%
+22,139
103
$3.67M 0.07%
+143,412
104
$3.66M 0.07%
+7,979
105
$3.64M 0.07%
+17,610
106
$3.64M 0.07%
+10,129
107
$3.61M 0.07%
+18,673
108
$3.57M 0.07%
+25,350
109
$3.54M 0.07%
+21,326
110
$3.54M 0.07%
+131,940
111
$3.52M 0.07%
+23,441
112
$3.46M 0.07%
+9,522
113
$3.42M 0.07%
+12,376
114
$3.38M 0.07%
+159,547
115
$3.36M 0.07%
+6,487
116
$3.31M 0.07%
+58,480
117
$3.22M 0.06%
+31,095
118
$3.21M 0.06%
+18,446
119
$3.2M 0.06%
+5,638
120
$3.19M 0.06%
+9,059
121
$3.18M 0.06%
+15,247
122
$3.17M 0.06%
+56,506
123
$3.15M 0.06%
+14,167
124
$3.1M 0.06%
+6,679
125
$3.08M 0.06%
+50,253
3 4
5
6 7