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
426
$914K 0.01%
38,601
+126
427
$910K 0.01%
26,321
428
$907K 0.01%
34,059
-6,381
429
$899K 0.01%
20,029
+2,262
430
$892K 0.01%
13,343
+817
431
$890K 0.01%
14,018
-823
432
$887K 0.01%
5,866
+986
433
$885K 0.01%
9,756
-719
434
$881K 0.01%
3,198
+191
435
$881K 0.01%
37,863
436
$868K 0.01%
4,651
+563
437
$865K 0.01%
37,975
438
$857K 0.01%
16,083
+5,701
439
$856K 0.01%
1,441
+68
440
$855K 0.01%
3,370
-156
441
$853K 0.01%
9,171
+100
442
$850K 0.01%
16,375
+120
443
$849K 0.01%
11,201
+2,945
444
$849K 0.01%
7,698
+160
445
$848K 0.01%
27,620
+16,153
446
$844K 0.01%
15,481
+5,219
447
$842K 0.01%
63,274
+40,256
448
$841K 0.01%
11,024
-416
449
$840K 0.01%
23,348
+284
450
$838K 0.01%
3,447
+400
16 17
18
19 20