HWM

HB Wealth Management Portfolio holdings

AUM $15.4B
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.88B
AUM Growth
-$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$37.4M
3
+$31.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.9M
5
AAPL icon
Apple
AAPL
+$15.1M

Top Sells

1
+$61.7M
2
+$16.3M
3
+$9.53M
4
VTV icon
Vanguard Value ETF
VTV
+$7.64M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.98M

Sector Composition

1 Technology 4.79%
2 Consumer Discretionary 3.03%
3 Healthcare 2.59%
4 Financials 2.56%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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