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
526
$352K 0.01%
3,119
+605
527
$351K 0.01%
8,224
+3,036
528
$351K 0.01%
6,590
-1,266
529
$350K 0.01%
+4,861
530
$348K 0.01%
3,206
+799
531
$347K 0.01%
25,305
+6,784
532
$343K 0.01%
3,795
-4,054
533
$340K 0.01%
18,246
+396
534
$340K 0.01%
+7,768
535
$339K 0.01%
8,558
536
$338K 0.01%
6,986
+1,789
537
$334K 0.01%
1,655
+204
538
$334K 0.01%
13,928
-31,020
539
$332K 0.01%
2,100
540
$330K 0.01%
3,192
+1,052
541
$329K 0.01%
1,625
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542
$324K 0.01%
+2,093
543
$324K 0.01%
+4,202
544
$322K 0.01%
1,053
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545
$317K 0.01%
1,286
-8
546
$317K 0.01%
1,586
-372
547
$316K 0.01%
4,552
+180
548
$316K 0.01%
9,206
-664
549
$316K 0.01%
+2,730
550
$315K 0.01%
31,175
+33
20 21
22
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