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
26
$26.8M 0.43%
171,874
+2,238
27
$25.9M 0.42%
1,528,172
-59,124
28
$25.1M 0.41%
448,283
+7,093
29
$24.1M 0.39%
61,465
-4,119
30
$22.4M 0.36%
154,201
+15,357
31
$21.8M 0.35%
129,049
+4,955
32
$21.7M 0.35%
88,545
-173
33
$21M 0.34%
100,992
-3,148
34
$20.8M 0.34%
48,502
+1,749
35
$19.3M 0.31%
147,445
+26,150
36
$19.2M 0.31%
35,711
-12,633
37
$19.1M 0.31%
37,953
+1,701
38
$18.9M 0.31%
160,807
+46,987
39
$17.8M 0.29%
410,090
+76,780
40
$17.7M 0.29%
278,086
-6,109
41
$17.5M 0.28%
75,964
+5,114
42
$17.1M 0.28%
100,988
+2,439
43
$16.8M 0.27%
312,800
+12,697
44
$16.6M 0.27%
61,026
+1,489
45
$16M 0.26%
86,441
+3,239
46
$15.9M 0.26%
120,487
+14,387
47
$15.4M 0.25%
288,405
+15,750
48
$15.2M 0.25%
1,012,894
+18,555
49
$15.2M 0.24%
57,580
+1,438
50
$14.9M 0.24%
140,322
+3,820
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