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
401
$573K 0.01%
18,694
+7,128
402
$566K 0.01%
18,429
-14,291
403
$560K 0.01%
22,699
+4,571
404
$557K 0.01%
15,758
+7,018
405
$556K 0.01%
12,173
-757
406
$555K 0.01%
20,662
+1,297
407
$549K 0.01%
2,815
-4
408
$546K 0.01%
3,635
+585
409
$543K 0.01%
894
+180
410
$541K 0.01%
11,431
411
$540K 0.01%
3,244
-260
412
$538K 0.01%
7,814
-534
413
$537K 0.01%
10,149
+3,020
414
$528K 0.01%
8,472
-312
415
$527K 0.01%
5,078
-2,147
416
$526K 0.01%
5,704
+3,519
417
$525K 0.01%
5,947
+1
418
$524K 0.01%
12,941
+2,721
419
$523K 0.01%
11,867
+1,677
420
$523K 0.01%
2,616
+483
421
$520K 0.01%
15,665
422
$509K 0.01%
7,512
423
$509K 0.01%
11,506
-1,366
424
$505K 0.01%
15,524
425
$505K 0.01%
4,141
-140
15 16
17
18 19