HWM

HB Wealth Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.76B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$33.4M
3
+$18.3M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$12.9M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.9M

Top Sells

1
+$39M
2
+$15.8M
3
+$14.3M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$6.66M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.1M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 3.51%
3 Financials 3.04%
4 Healthcare 2.58%
5 Consumer Staples 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.43M 0.04%
70,460
+4,630
177
$2.43M 0.04%
6,820
-104
178
$2.42M 0.04%
11,416
-239
179
$2.4M 0.04%
7,322
+78
180
$2.38M 0.04%
96,533
-187
181
$2.29M 0.04%
16,986
+333
182
$2.29M 0.04%
26,039
-3,466
183
$2.24M 0.04%
32,125
+1,751
184
$2.24M 0.04%
5,811
+736
185
$2.22M 0.04%
49,653
+2,838
186
$2.2M 0.04%
11,013
+2,360
187
$2.2M 0.04%
34,089
-158
188
$2.2M 0.04%
26,449
-4,131
189
$2.19M 0.04%
24,723
-549
190
$2.03M 0.04%
22,456
-14,093
191
$2.02M 0.04%
9,042
-478
192
$2.01M 0.03%
4,877
+1,135
193
$2M 0.03%
9,437
+808
194
$1.97M 0.03%
21,636
+169
195
$1.97M 0.03%
21,628
196
$1.94M 0.03%
5,833
-1,139
197
$1.93M 0.03%
17,980
+39
198
$1.93M 0.03%
103,804
-2,133
199
$1.88M 0.03%
53,717
-2,042
200
$1.86M 0.03%
62,192
-2,680
6 7
8
9 10