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
501
$388K 0.01%
7,084
502
$388K 0.01%
3,209
+1,010
503
$386K 0.01%
9,515
+1,790
504
$385K 0.01%
7,712
+2,334
505
$383K 0.01%
4,895
+275
506
$382K 0.01%
9,454
-5,419
507
$381K 0.01%
6,416
+1,374
508
$380K 0.01%
926
+92
509
$376K 0.01%
446
+148
510
$376K 0.01%
3,478
-328
511
$374K 0.01%
9,208
+98
512
$374K 0.01%
10,842
513
$373K 0.01%
6,050
+284
514
$373K 0.01%
2,968
+858
515
$371K 0.01%
4,337
-227
516
$366K 0.01%
6,780
517
$362K 0.01%
9,821
518
$360K 0.01%
1,783
+439
519
$359K 0.01%
1,046
+236
520
$359K 0.01%
8,017
+1,269
521
$359K 0.01%
7,450
522
$356K 0.01%
9,016
523
$356K 0.01%
2,689
+586
524
$356K 0.01%
5,952
+36
525
$355K 0.01%
2,322
+281
19 20
21
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