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HWM
HB Wealth Management Portfolio holdings
AUM
$15.5B
1-Year Est. Return
18.35%
This Fund
S&P 500
This Quarter
Est. Return
-1.94%
1 Year Est. Return
+18.35%
3 Year Est. Return
+57.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$15.5B
AUM Growth
-$11.3M
(-0.07%)
Cap. Flow
+$486M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
48.59%
Holding
1,601
New
215
Increased
935
Reduced
318
Closed
54
Top Buys
| 1 |
GMO US Quality ETF
QLTY
|
+$207M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$96.9M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$56.8M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$36.1M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$26.3M |
Top Sells
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$210M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$16.3M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$12.5M |
| 4 |
T. Rowe Price
TROW
|
+$11.9M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$7.36M |
Sector Composition
| 1 | Technology | 8.72% |
| 2 | Financials | 5.04% |
| 3 | Consumer Discretionary | 3.74% |
| 4 | Healthcare | 2.83% |
| 5 | Industrials | 2.77% |
Similar funds
NMO
RFC
EH
OAC
UM