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
251
$1.5M 0.02%
7,883
+1,421
252
$1.48M 0.02%
24,495
-105
253
$1.48M 0.02%
16,464
+141
254
$1.48M 0.02%
8,506
+1,465
255
$1.44M 0.02%
20,988
-29
256
$1.42M 0.02%
11,495
+870
257
$1.4M 0.02%
4,896
+1,047
258
$1.39M 0.02%
2,874
+293
259
$1.39M 0.02%
9,063
+536
260
$1.39M 0.02%
20,644
-2,527
261
$1.38M 0.02%
9,921
+1,078
262
$1.37M 0.02%
25,000
263
$1.35M 0.02%
24,394
+5,002
264
$1.35M 0.02%
3,457
+230
265
$1.34M 0.02%
6,791
-35
266
$1.34M 0.02%
435
+100
267
$1.33M 0.02%
22,727
+2,904
268
$1.32M 0.02%
23,926
+2,241
269
$1.31M 0.02%
19,594
270
$1.3M 0.02%
13,379
+932
271
$1.28M 0.02%
23,300
+823
272
$1.27M 0.02%
7,265
+989
273
$1.27M 0.02%
12,532
-290
274
$1.26M 0.02%
3,626
+1,180
275
$1.25M 0.02%
52,376
+3,739
9 10
11
12 13