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
576
$292K ﹤0.01%
10,368
577
$290K ﹤0.01%
8,109
-534
578
$290K ﹤0.01%
2,583
-163
579
$289K ﹤0.01%
14,000
580
$289K ﹤0.01%
1,726
+315
581
$287K ﹤0.01%
+2,362
582
$286K ﹤0.01%
7,820
+101
583
$283K ﹤0.01%
3,287
+795
584
$282K ﹤0.01%
3,021
-600
585
$281K ﹤0.01%
10,399
+144
586
$280K ﹤0.01%
11,288
+1,732
587
$279K ﹤0.01%
6,208
-8
588
$279K ﹤0.01%
1,440
589
$277K ﹤0.01%
19,336
+590
590
$276K ﹤0.01%
+8,727
591
$275K ﹤0.01%
+733
592
$275K ﹤0.01%
9,357
593
$272K ﹤0.01%
17,000
+4,000
594
$270K ﹤0.01%
2,989
-2,221
595
$269K ﹤0.01%
5,824
+868
596
$267K ﹤0.01%
543
+35
597
$267K ﹤0.01%
+2,101
598
$266K ﹤0.01%
8,826
+1
599
$265K ﹤0.01%
+2,956
600
$265K ﹤0.01%
4,632
-106
22 23
24
25 26