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
376
$634K 0.01%
16,991
+681
377
$630K 0.01%
28,149
+118
378
$630K 0.01%
2,756
+532
379
$628K 0.01%
13,204
-2,014
380
$627K 0.01%
82,396
+1,670
381
$626K 0.01%
905
+95
382
$625K 0.01%
+39,070
383
$625K 0.01%
18,957
+2,324
384
$625K 0.01%
6,788
+1,722
385
$621K 0.01%
13,215
-312
386
$621K 0.01%
3,000
+610
387
$618K 0.01%
13,448
+2,436
388
$610K 0.01%
1,037
+16
389
$608K 0.01%
2,596
+876
390
$606K 0.01%
10,005
+3,873
391
$606K 0.01%
14,672
-13
392
$601K 0.01%
5,000
+788
393
$601K 0.01%
1,374
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394
$599K 0.01%
12,115
+700
395
$598K 0.01%
13,409
396
$592K 0.01%
1,535
+68
397
$588K 0.01%
2,872
-1,162
398
$581K 0.01%
35,016
+2,330
399
$578K 0.01%
9,191
+2,286
400
$577K 0.01%
5,505
+2,633
14 15
16
17 18