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
476
$422K 0.01%
17,541
-3,149
477
$421K 0.01%
14,000
478
$421K 0.01%
+20,952
479
$421K 0.01%
3,761
-338
480
$414K 0.01%
3,018
+409
481
$413K 0.01%
8,305
+184
482
$413K 0.01%
5,044
+1,141
483
$412K 0.01%
4,810
+380
484
$412K 0.01%
5,740
+22
485
$411K 0.01%
1,153
+222
486
$407K 0.01%
6,192
-543
487
$407K 0.01%
4,654
-161
488
$407K 0.01%
1,619
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489
$405K 0.01%
54,422
+1,611
490
$404K 0.01%
4,554
+1,742
491
$402K 0.01%
10,877
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492
$401K 0.01%
5,774
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493
$400K 0.01%
4,611
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494
$397K 0.01%
7,142
495
$397K 0.01%
3,774
+353
496
$392K 0.01%
5,314
+192
497
$392K 0.01%
13,736
498
$392K 0.01%
+7,967
499
$391K 0.01%
14,318
+2,990
500
$389K 0.01%
16,218
-1,332
18 19
20
21 22