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
126
$3.02M 0.06%
+22,096
127
$2.95M 0.06%
+34,560
128
$2.93M 0.06%
+6,822
129
$2.88M 0.06%
+13,452
130
$2.86M 0.06%
+24,745
131
$2.85M 0.06%
+33,458
132
$2.85M 0.06%
+19,219
133
$2.83M 0.06%
+57,962
134
$2.83M 0.06%
+14,099
135
$2.81M 0.06%
+12,732
136
$2.8M 0.06%
+11,412
137
$2.75M 0.06%
+12,224
138
$2.66M 0.05%
+22,692
139
$2.64M 0.05%
+28,404
140
$2.53M 0.05%
+18,688
141
$2.52M 0.05%
+25,616
142
$2.51M 0.05%
+177,147
143
$2.49M 0.05%
+50,334
144
$2.49M 0.05%
+40,923
145
$2.46M 0.05%
+3,679
146
$2.39M 0.05%
+20,396
147
$2.38M 0.05%
+53,766
148
$2.29M 0.05%
+60,894
149
$2.26M 0.05%
+8,031
150
$2.25M 0.05%
+13,175
4 5
6
7 8