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
326
$831K 0.01%
10,246
327
$831K 0.01%
17,419
+4,248
328
$816K 0.01%
40,119
329
$813K 0.01%
13,980
+93
330
$811K 0.01%
10,871
+1,198
331
$808K 0.01%
25,392
-83
332
$807K 0.01%
5,776
-61
333
$803K 0.01%
13,743
+4,778
334
$797K 0.01%
1,812
+491
335
$790K 0.01%
12,194
336
$781K 0.01%
21,571
+123
337
$780K 0.01%
15,549
338
$779K 0.01%
9,665
+3,485
339
$767K 0.01%
13,475
+3,861
340
$765K 0.01%
18,983
-5,853
341
$765K 0.01%
61,559
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342
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7,287
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343
$755K 0.01%
20,600
+4,050
344
$746K 0.01%
907
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345
$746K 0.01%
15,200
346
$745K 0.01%
5,040
+379
347
$744K 0.01%
3,667
+540
348
$742K 0.01%
7,920
+1,194
349
$737K 0.01%
16,217
-292
350
$733K 0.01%
4,012
+463
12 13
14
15 16