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
551
$613K 0.01%
11,654
+2,631
552
$607K 0.01%
3,585
+616
553
$603K 0.01%
32,867
+2,880
554
$602K 0.01%
6,014
+224
555
$600K 0.01%
10,466
-904
556
$600K 0.01%
7,071
+1,491
557
$593K 0.01%
13,008
558
$593K 0.01%
15,858
-15
559
$593K 0.01%
1,758
-94
560
$591K 0.01%
13,933
+6,603
561
$589K 0.01%
14,300
562
$583K 0.01%
18,037
+1,977
563
$583K 0.01%
78,313
-2,500
564
$580K 0.01%
2,690
-138
565
$575K 0.01%
6,215
+3,092
566
$575K 0.01%
11,380
+3,088
567
$574K 0.01%
28,456
+1,187
568
$572K 0.01%
28,435
+900
569
$571K 0.01%
4,919
-580
570
$570K 0.01%
10,899
571
$569K 0.01%
1,660
+126
572
$567K 0.01%
9,675
+88
573
$564K 0.01%
10,398
+6
574
$556K 0.01%
2,050
+350
575
$556K 0.01%
10,916
21 22
23
24 25