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
$9.78B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$28.9M
3
+$23.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$15.9M

Top Sells

1
+$5.45M
2
+$4.65M
3
+$3.94M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.78M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.64M

Sector Composition

1 Technology 9.15%
2 Consumer Discretionary 6.46%
3 Financials 3.97%
4 Healthcare 2.52%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.1M 0.02%
9,340
+308
277
$2.1M 0.02%
5,689
+711
278
$2.06M 0.02%
17,910
-850
279
$2.06M 0.02%
34,105
+3,085
280
$2.03M 0.02%
2,877
-64
281
$2.01M 0.02%
61,596
+1,875
282
$2.01M 0.02%
+157,972
283
$1.97M 0.02%
39,749
+5,472
284
$1.96M 0.02%
17,509
+679
285
$1.96M 0.02%
5,949
+546
286
$1.95M 0.02%
28,135
+4,588
287
$1.95M 0.02%
7,566
+360
288
$1.94M 0.02%
35,993
+4,861
289
$1.93M 0.02%
6,786
+3,489
290
$1.92M 0.02%
70,026
+17,650
291
$1.91M 0.02%
89,560
+1,516
292
$1.91M 0.02%
5,313
+67
293
$1.91M 0.02%
12,328
+9,408
294
$1.9M 0.02%
15,641
+1
295
$1.84M 0.02%
12,875
-784
296
$1.84M 0.02%
20,711
+2,948
297
$1.84M 0.02%
14,004
+920
298
$1.82M 0.02%
15,576
+616
299
$1.8M 0.02%
14,723
+2,212
300
$1.79M 0.02%
35,359
+768
10 11
12
13 14