HWM
HB Wealth Management Portfolio holdings
AUM
$14.7B
1-Year Est. Return
17.13%
1 Year Est. Return
+17.13%
AUM
$14.7B
AUM Growth
+$2.23B
(+18%)
Holding
1,358
Top Buys
| 1 | +$246M | |
| 2 | +$126M | |
| 3 | +$112M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$63.2M |
| 5 |
Apple
AAPL
|
+$63M |
Top Sells
| 1 | +$79.2M | |
| 2 | +$22.9M | |
| 3 | +$10.1M | |
| 4 |
Avantis US Mid Cap Equity ETF
AVMC
|
+$8.31M |
| 5 |
Hartford Total Return Bond ETF
HTRB
|
+$8.18M |
Sector Composition
| 1 | Technology | 9.42% |
| 2 | Financials | 5.32% |
| 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 | |
|---|---|---|---|---|---|---|
|
OLO
1326
DELISTED
Olo Inc
OLO
| – | – |
-30,819
|
|
||
1327
Dr. Reddy's Laboratories
RDY
$11.7B
| – | – |
-12,050
|
|
||
1328
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.78B
| – | – |
-11,626
|
|
||
|
SKX
1329
DELISTED
Skechers
SKX
| – | – |
-4,180
|
|
||
1330
SLM Corp
SLM
$5.95B
| – | – |
-7,137
|
|
||
1331
SPS Commerce
SPSC
$3.14B
| – | – |
-1,544
|
|
||
1332
Stoneridge
SRI
$160M
| – | – |
-27,919
|
|
||
1333
ProShares Ultra S&P500
SSO
$7.25B
| – | – |
-4,544
|
|
||
|
WBA
1334
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-31,448
|
|
||
1335
WD-40
WDFC
$2.65B
| – | – |
-915
|
|
||
1336
Petco
WOOF
$899M
| – | – |
-11,642
|
|
||
|
LINE
1337
Lineage Inc
LINE
$8.18B
| – | – |
-16,666
|
|