HWM
HB Wealth Management Portfolio holdings
AUM
$12.5B
1-Year Return
16.14%
This Quarter Return
-5.02%
1 Year Return
+16.14%
3 Year Return
+57.07%
5 Year Return
–
10 Year Return
–
AUM
$5.39B
AUM Growth
+$424M
(+8.5%)
Cap. Flow
+$684M
Cap. Flow
% of AUM
12.69%
Top 10 Holdings %
Top 10 Hldgs %
65.45%
Holding
627
New
115
Increased
355
Reduced
66
Closed
40
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$157M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$39.8M |
| 3 |
Home Depot
HD
|
$32.4M |
| 4 |
Schwab International Equity ETF
SCHF
|
$24.2M |
| 5 |
Invesco QQQ Trust
QQQ
|
$21.8M |
Top Sells
Sector Composition
| 1 | Technology | 4.5% |
| 2 | Consumer Discretionary | 2.71% |
| 3 | Financials | 2.69% |
| 4 | Healthcare | 2.01% |
| 5 | Consumer Staples | 1.69% |
