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
$14.7B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$248M
2
+$125M
3
+$108M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$62.1M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$56.1M

Top Sells

1
+$79M
2
+$22.3M
3
+$10.1M
4
AVMC icon
Avantis US Mid Cap Equity ETF
AVMC
+$8.16M
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$8.11M

Sector Composition

1 Technology 9.42%
2 Financials 5.33%
3 Consumer Discretionary 4.18%
4 Healthcare 2.58%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$114K ﹤0.01%
+12,500
1277
$111K ﹤0.01%
+12,220
1278
$102K ﹤0.01%
11,414
-6,885
1279
$98.4K ﹤0.01%
16,162
+4,689
1280
$94.4K ﹤0.01%
23,658
+1,842
1281
$92.9K ﹤0.01%
+10,350
1282
$88.5K ﹤0.01%
11,672
-1,799
1283
$83.7K ﹤0.01%
+40,415
1284
$80.6K ﹤0.01%
+9,145
1285
$78.6K ﹤0.01%
+11,202
1286
$78K ﹤0.01%
29,645
-24,088
1287
$75.6K ﹤0.01%
15,713
-4,676
1288
$72.5K ﹤0.01%
+10,837
1289
$65.9K ﹤0.01%
10,942
-50
1290
$64.5K ﹤0.01%
19,788
+8,899
1291
$63.9K ﹤0.01%
12,204
+2,003
1292
$63.6K ﹤0.01%
23,282
-18
1293
$58.2K ﹤0.01%
12,850
+1,469
1294
$56.4K ﹤0.01%
11,682
-1,270
1295
$51.3K ﹤0.01%
+19,015
1296
$48.9K ﹤0.01%
+983
1297
$41.9K ﹤0.01%
+19,297
1298
$30.6K ﹤0.01%
+10,080
1299
$28.8K ﹤0.01%
10,000
1300
$25.8K ﹤0.01%
10,490
+191
50 51
52
53 54