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
451
$465K 0.01%
1,563
+153
452
$460K 0.01%
8,034
-30
453
$458K 0.01%
5,547
+2,113
454
$456K 0.01%
+5,726
455
$456K 0.01%
5,247
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456
$455K 0.01%
16,385
-483
457
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8,411
+374
458
$455K 0.01%
11,616
+18
459
$453K 0.01%
6,268
+3,342
460
$451K 0.01%
16,029
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461
$451K 0.01%
20,386
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462
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3,125
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463
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10,916
464
$442K 0.01%
11,861
+786
465
$442K 0.01%
4,821
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466
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20,082
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467
$438K 0.01%
8,566
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468
$434K 0.01%
2,411
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469
$432K 0.01%
25,000
+15,000
470
$430K 0.01%
52,215
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471
$429K 0.01%
2,688
+3
472
$427K 0.01%
1,660
+194
473
$425K 0.01%
5,001
+1,389
474
$425K 0.01%
2,438
+393
475
$423K 0.01%
13,967
+320
17 18
19
20 21