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
151
$2.23M 0.05%
+8,639
152
$2.22M 0.04%
+26,995
153
$2.21M 0.04%
+14,888
154
$2.19M 0.04%
+41,339
155
$2.19M 0.04%
+12,915
156
$2.17M 0.04%
+113,391
157
$2.17M 0.04%
+8,808
158
$2.16M 0.04%
+13,704
159
$2.08M 0.04%
+53,308
160
$2.08M 0.04%
+19,534
161
$2.07M 0.04%
+3,438
162
$2.07M 0.04%
+112,204
163
$1.97M 0.04%
+89,480
164
$1.95M 0.04%
+9,559
165
$1.91M 0.04%
+64,336
166
$1.87M 0.04%
+29,963
167
$1.87M 0.04%
+5,389
168
$1.83M 0.04%
+5,141
169
$1.78M 0.04%
+61,870
170
$1.77M 0.04%
+81,399
171
$1.77M 0.04%
+4,534
172
$1.75M 0.04%
+16,325
173
$1.73M 0.03%
+15,421
174
$1.73M 0.03%
+14,692
175
$1.72M 0.03%
+20,560
5 6
7
8 9