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
451
$303K 0.01%
3,639
452
$302K 0.01%
6,157
+1,213
453
$302K 0.01%
+28,273
454
$301K 0.01%
892
-3,642
455
$298K 0.01%
2,254
+524
456
$297K 0.01%
8,316
+2,831
457
$296K 0.01%
+5,858
458
$295K 0.01%
1,375
+557
459
$295K 0.01%
2,940
-1,116
460
$294K 0.01%
7,550
+50
461
$294K 0.01%
2,373
-375
462
$289K 0.01%
4,398
+68
463
$287K 0.01%
5,042
+157
464
$286K 0.01%
+513
465
$281K 0.01%
5,056
466
$280K 0.01%
1,691
+259
467
$280K 0.01%
840
+217
468
$278K 0.01%
+3,494
469
$278K 0.01%
2,121
+440
470
$276K 0.01%
+4,974
471
$276K 0.01%
+3,658
472
$274K 0.01%
11,990
+431
473
$274K 0.01%
1,264
+149
474
$271K 0.01%
1,263
+278
475
$270K 0.01%
+3,836
17 18
19
20 21