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
276
$1.25M 0.02%
11,905
+4
277
$1.24M 0.02%
16,681
+878
278
$1.19M 0.02%
2,131
+459
279
$1.19M 0.02%
15,894
+4,222
280
$1.16M 0.02%
7,218
-52
281
$1.16M 0.02%
7,770
+1
282
$1.14M 0.02%
9,019
+2,741
283
$1.13M 0.02%
10,109
+2,256
284
$1.13M 0.02%
2,472
+214
285
$1.11M 0.02%
2,417
+494
286
$1.11M 0.02%
21,011
+1,072
287
$1.1M 0.02%
42,668
+1,094
288
$1.09M 0.02%
2,455
+138
289
$1.08M 0.02%
4,004
290
$1.07M 0.02%
17,352
291
$1.03M 0.02%
44,453
292
$1.01M 0.02%
15,225
-1,910
293
$997K 0.02%
71,056
-5,122
294
$989K 0.02%
56,916
-10,134
295
$986K 0.02%
18,667
+4,279
296
$985K 0.02%
10,902
+755
297
$981K 0.02%
7,852
-371
298
$962K 0.02%
3,533
+426
299
$958K 0.02%
14,081
+4,456
300
$948K 0.02%
18,380
+3,365
10 11
12
13 14