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
351
$732K 0.01%
27,957
+20,088
352
$732K 0.01%
2,314
+373
353
$715K 0.01%
4,196
-128
354
$710K 0.01%
4,189
+678
355
$697K 0.01%
12,185
+3,488
356
$695K 0.01%
37,863
357
$695K 0.01%
7,326
+2,905
358
$692K 0.01%
13,998
+1,982
359
$686K 0.01%
15,368
+1,533
360
$686K 0.01%
101,018
+68,000
361
$685K 0.01%
38,710
-6,900
362
$682K 0.01%
15,816
+1,816
363
$678K 0.01%
19,064
+211
364
$674K 0.01%
17,824
+8,018
365
$672K 0.01%
2,929
+759
366
$672K 0.01%
8,612
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367
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11,419
+1,493
368
$667K 0.01%
8,306
+1,684
369
$665K 0.01%
9,599
-711
370
$664K 0.01%
4,633
-943
371
$656K 0.01%
15,956
-13,253
372
$653K 0.01%
5,315
+1,893
373
$653K 0.01%
15,546
+3,492
374
$649K 0.01%
4,953
+488
375
$640K 0.01%
5,550
+667
13 14
15
16 17