HWM

HB Wealth Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.39B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$39.8M
3
+$32.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$24.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.8M

Top Sells

1
+$17.3M
2
+$10.9M
3
+$9.3M
4
BND icon
Vanguard Total Bond Market
BND
+$8.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.79M

Sector Composition

1 Technology 4.5%
2 Consumer Discretionary 2.71%
3 Financials 2.69%
4 Healthcare 2.01%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$375K 0.01%
1,497
+134
402
$372K 0.01%
+4,964
403
$368K 0.01%
1,203
+1
404
$367K 0.01%
4,674
+525
405
$366K 0.01%
3,798
406
$364K 0.01%
+4,735
407
$363K 0.01%
8,437
+1,048
408
$361K 0.01%
11,735
+2,667
409
$357K 0.01%
2,679
-1,141
410
$357K 0.01%
+20,522
411
$356K 0.01%
5,041
+565
412
$356K 0.01%
+9,690
413
$354K 0.01%
+3,524
414
$354K 0.01%
1,041
+377
415
$354K 0.01%
2,993
+900
416
$350K 0.01%
+149
417
$349K 0.01%
5,254
+978
418
$348K 0.01%
16,006
+3,969
419
$347K 0.01%
5,453
+1,736
420
$347K 0.01%
637
+114
421
$343K 0.01%
4,462
+902
422
$342K 0.01%
10,025
+1,150
423
$340K 0.01%
509
+255
424
$340K 0.01%
4,679
425
$336K 0.01%
13,482
-2,830
15 16
17
18 19