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
426
$498K 0.01%
43,945
+908
427
$497K 0.01%
2,104
+302
428
$495K 0.01%
8,170
429
$494K 0.01%
10,261
-207
430
$493K 0.01%
2,968
+1,284
431
$492K 0.01%
959
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432
$492K 0.01%
5,680
-78
433
$487K 0.01%
4,462
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434
$486K 0.01%
5,137
+1,923
435
$485K 0.01%
2,130
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436
$484K 0.01%
12,492
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437
$482K 0.01%
8,085
438
$482K 0.01%
2,370
+1,240
439
$479K 0.01%
4,699
-935
440
$479K 0.01%
9,180
-445
441
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19,313
+8,494
442
$477K 0.01%
6,205
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443
$476K 0.01%
4,677
+126
444
$474K 0.01%
4,484
-1,089
445
$474K 0.01%
2,358
-270
446
$473K 0.01%
3,270
+1,326
447
$472K 0.01%
10,899
-259
448
$472K 0.01%
2,522
+385
449
$468K 0.01%
13,933
450
$467K 0.01%
14,930
+3,154
16 17
18
19 20