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
476
$765K 0.01%
5,826
-264
477
$756K 0.01%
20,362
+168
478
$755K 0.01%
8,894
+6,428
479
$755K 0.01%
8,172
+264
480
$750K 0.01%
3,839
+379
481
$749K 0.01%
8,842
+503
482
$747K 0.01%
15,496
+9,342
483
$747K 0.01%
6,051
+3,322
484
$747K 0.01%
375
+8
485
$745K 0.01%
4,588
+506
486
$745K 0.01%
6,296
+698
487
$741K 0.01%
5,849
+77
488
$739K 0.01%
3,951
+76
489
$735K 0.01%
3,537
+302
490
$730K 0.01%
14,563
-989
491
$724K 0.01%
8,085
492
$724K 0.01%
8,008
+513
493
$723K 0.01%
19,413
+5,722
494
$718K 0.01%
11,738
+919
495
$717K 0.01%
5,198
+2,271
496
$715K 0.01%
13,955
-2,014
497
$715K 0.01%
+13,272
498
$714K 0.01%
16,308
+1,110
499
$710K 0.01%
1,466
+1
500
$710K 0.01%
2,789
+2
18 19
20
21 22