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
$6.19B
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.7M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.7M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

1
+$9.86M
2
+$6.79M
3
+$2.18M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.16M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.85M

Sector Composition

1 Technology 6.94%
2 Consumer Discretionary 3.89%
3 Financials 3.41%
4 Healthcare 2.85%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.03%
15,080
+2,484
227
$1.75M 0.03%
15,978
228
$1.74M 0.03%
11,137
+767
229
$1.74M 0.03%
12,214
+773
230
$1.73M 0.03%
17,138
-3
231
$1.7M 0.03%
99,112
+5,009
232
$1.67M 0.03%
22,319
-780
233
$1.64M 0.03%
80,252
+18,330
234
$1.62M 0.03%
17,433
-402
235
$1.62M 0.03%
3,322
+201
236
$1.61M 0.03%
25,347
+16,702
237
$1.6M 0.03%
5,480
+1,694
238
$1.6M 0.03%
17,022
+1,773
239
$1.6M 0.03%
2,475
-124
240
$1.59M 0.03%
7,383
+232
241
$1.58M 0.03%
17,912
+3,391
242
$1.56M 0.03%
19,200
243
$1.56M 0.03%
20,767
+1,081
244
$1.56M 0.03%
18,321
-61
245
$1.54M 0.02%
105,074
+4,683
246
$1.54M 0.02%
13,816
+531
247
$1.53M 0.02%
14,614
-813
248
$1.53M 0.02%
20,248
-2,206
249
$1.53M 0.02%
4,180
+970
250
$1.53M 0.02%
12,636
-664
8 9
10
11 12