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
551
$314K 0.01%
4,236
+749
552
$313K 0.01%
678
+120
553
$312K 0.01%
1,588
+283
554
$312K 0.01%
15,823
+1,536
555
$310K 0.01%
11,576
+2,086
556
$309K 0.01%
4,876
+75
557
$308K 0.01%
9,908
558
$307K 0.01%
1,716
+342
559
$306K ﹤0.01%
5,839
-2,635
560
$306K ﹤0.01%
4,504
+1,155
561
$306K ﹤0.01%
2,711
+257
562
$305K ﹤0.01%
8,078
+926
563
$303K ﹤0.01%
6,020
564
$303K ﹤0.01%
+2,642
565
$303K ﹤0.01%
11,596
-6,353
566
$301K ﹤0.01%
4,266
+397
567
$299K ﹤0.01%
4,420
+348
568
$299K ﹤0.01%
14,656
-1
569
$299K ﹤0.01%
11,561
570
$298K ﹤0.01%
11,375
571
$298K ﹤0.01%
4,080
+688
572
$298K ﹤0.01%
3,613
573
$297K ﹤0.01%
112,632
-2,390
574
$296K ﹤0.01%
18,346
+5,339
575
$293K ﹤0.01%
3,151
+982
21 22
23
24 25