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
176
$1.7M 0.03%
+98,969
177
$1.7M 0.03%
+12,085
178
$1.7M 0.03%
+5,798
179
$1.61M 0.03%
+33,597
180
$1.59M 0.03%
+758
181
$1.58M 0.03%
+45,837
182
$1.56M 0.03%
+39,420
183
$1.53M 0.03%
+11,528
184
$1.52M 0.03%
+26,019
185
$1.5M 0.03%
+5,042
186
$1.49M 0.03%
+12,993
187
$1.48M 0.03%
+24,738
188
$1.47M 0.03%
+12,840
189
$1.46M 0.03%
+4,988
190
$1.46M 0.03%
+10,054
191
$1.46M 0.03%
+5,338
192
$1.46M 0.03%
+31,350
193
$1.45M 0.03%
+13,974
194
$1.43M 0.03%
+7,586
195
$1.41M 0.03%
+23,556
196
$1.4M 0.03%
+12,074
197
$1.4M 0.03%
+5,034
198
$1.39M 0.03%
+20,830
199
$1.38M 0.03%
+5,584
200
$1.36M 0.03%
+7,863
6 7
8
9 10