HWM

HB Wealth Management Portfolio holdings

AUM $11.9B
AUM
$11.9B
AUM Growth
+$2.12B
Cap. Flow
+$2.51B
Cap. Flow %
21.06%
Top 10 Hldgs %
48.96%
Holding
1,247
New
188
Increased
818
Reduced
121
Closed
50

Top Buys

1
$178M
2
$154M
3
$133M
4
$111M
5
$111M

Top Sells

1
$86.5M
2
$19.3M
3
$6.79M
4
$4.42M
5
$2.83M

Sector Composition

1Technology8.57%
2Financials5.78%
3Consumer Discretionary4.38%
4Healthcare3.23%
5Industrials2.58%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.77M0.01%64,001
+2,405
+4%
+$66.6K
$1.77M0.01%32,743
-238
-0.7%
-$12.8K
$1.76M0.01%6,346
+1,326
+26%
+$369K
$1.74M0.01%34,346 New
+$1.74M
$1.74M0.01%8,455
+903
+12%
+$186K
$1.73M0.01%67,728
-16,237
-19%
-$415K
$1.7M0.01%8,292
+1,492
+22%
+$307K
$1.69M0.01%26,903
+12,885
+92%
+$812K
$1.69M0.01%11,359
+135
+1%
+$20K
$1.68M0.01%22,392
+3,094
+16%
+$232K
$1.67M0.01%13,463
+7,311
+119%
+$909K
$1.67M0.01%903
+704
+354%
+$1.31M
$1.67M0.01%13,144
+2,720
+26%
+$346K
$1.67M0.01%7,850
+6,348
+423%
+$1.35M
$1.66M0.01%28,384
+77
+0.3%
+$4.49K
$1.65M0.01%19,339
+8,138
+73%
+$696K
$1.64M0.01%35,534
+11,212
+46%
+$517K
$1.63M0.01%126,753
-31,219
-20%
-$401K
$1.62M0.01%1,991
+316
+19%
+$258K
$1.61M0.01%3,824
+1,585
+71%
+$666K
$1.59M0.01%17,083
+920
+6%
+$85.4K
$1.58M0.01%19,179
+67
+0.4%
+$5.53K
$1.57M0.01%8,951
+922
+11%
+$162K
$1.57M0.01%12,100
+1,907
+19%
+$247K
$1.56M0.01%37,426
+6,214
+20%
+$260K
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