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
201
$1.35M 0.03%
+24,441
202
$1.34M 0.03%
+7,080
203
$1.31M 0.03%
+45,490
204
$1.3M 0.03%
+4,877
205
$1.3M 0.03%
+17,976
206
$1.27M 0.03%
+12,028
207
$1.27M 0.03%
+1,387
208
$1.27M 0.03%
+9,362
209
$1.26M 0.03%
+3,618
210
$1.25M 0.03%
+26,376
211
$1.25M 0.03%
+22,580
212
$1.24M 0.03%
+44,258
213
$1.24M 0.02%
+31,689
214
$1.23M 0.02%
+22,591
215
$1.23M 0.02%
+9,485
216
$1.23M 0.02%
+20,306
217
$1.22M 0.02%
+7,542
218
$1.21M 0.02%
+3,548
219
$1.21M 0.02%
+2,129
220
$1.2M 0.02%
+11,603
221
$1.19M 0.02%
+6,566
222
$1.19M 0.02%
+9,233
223
$1.19M 0.02%
+2,416
224
$1.18M 0.02%
+8,444
225
$1.15M 0.02%
+33,002
7 8
9
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