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
301
$945K 0.02%
28,037
+2,488
302
$944K 0.02%
20,080
303
$937K 0.02%
14,440
+1,255
304
$934K 0.02%
2,834
+222
305
$932K 0.02%
6,324
-14,813
306
$922K 0.01%
17,353
+433
307
$912K 0.01%
17,485
+15
308
$912K 0.01%
6,919
+50
309
$903K 0.01%
8,403
+748
310
$902K 0.01%
19,604
+2,015
311
$898K 0.01%
6,197
+1,492
312
$898K 0.01%
10,335
-339
313
$895K 0.01%
2,760
+787
314
$894K 0.01%
4,549
+670
315
$891K 0.01%
9,796
+1,072
316
$866K 0.01%
6,183
+2,062
317
$864K 0.01%
6,194
+841
318
$857K 0.01%
3,485
+503
319
$855K 0.01%
12,567
+7,331
320
$851K 0.01%
10,894
321
$848K 0.01%
4,236
+1,086
322
$842K 0.01%
1,160
+244
323
$841K 0.01%
6,634
+60
324
$839K 0.01%
13,952
325
$832K 0.01%
12,036
+33
11 12
13
14 15