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
376
$1.22M 0.01%
16,730
+3,490
377
$1.22M 0.01%
25,435
+702
378
$1.21M 0.01%
7,298
+2,709
379
$1.2M 0.01%
4,811
+608
380
$1.2M 0.01%
31,212
+6,097
381
$1.18M 0.01%
15,985
-891
382
$1.18M 0.01%
3,930
-624
383
$1.17M 0.01%
20,678
-28
384
$1.17M 0.01%
+50,757
385
$1.16M 0.01%
5,262
+1,028
386
$1.16M 0.01%
9,191
+562
387
$1.14M 0.01%
12,113
+1,041
388
$1.13M 0.01%
5,020
+788
389
$1.12M 0.01%
+36,868
390
$1.12M 0.01%
22,660
+5,290
391
$1.11M 0.01%
26,969
+1,589
392
$1.1M 0.01%
53,483
-5,256
393
$1.1M 0.01%
11,026
+869
394
$1.09M 0.01%
629
+37
395
$1.08M 0.01%
8,045
-131
396
$1.07M 0.01%
5,165
-483
397
$1.07M 0.01%
13,554
+474
398
$1.06M 0.01%
9,040
+1,010
399
$1.06M 0.01%
41,465
-2,912
400
$1.05M 0.01%
18,791
+5,071
14 15
16
17 18