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
576
$555K 0.01%
18,769
+319
577
$553K 0.01%
11,447
+16
578
$550K 0.01%
2,703
-162
579
$550K 0.01%
4,655
-431
580
$549K 0.01%
16,279
+139
581
$548K 0.01%
3,412
+129
582
$546K 0.01%
6,743
+782
583
$545K 0.01%
4,982
+621
584
$545K 0.01%
9,821
585
$544K 0.01%
781
-63
586
$544K 0.01%
10,511
+2,511
587
$544K 0.01%
18,645
-3,929
588
$543K 0.01%
9,540
+345
589
$542K 0.01%
8,829
+2,021
590
$542K 0.01%
2,931
+17
591
$542K 0.01%
2,745
+953
592
$539K 0.01%
14,471
+673
593
$538K 0.01%
5,481
+401
594
$538K 0.01%
6,991
+690
595
$533K 0.01%
+2,879
596
$532K 0.01%
1,378
+177
597
$532K 0.01%
6,199
+511
598
$532K 0.01%
3,696
+316
599
$532K 0.01%
4,860
+958
600
$532K 0.01%
16,374
+8,919
22 23
24
25 26