HWM

HB Wealth Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.39B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$39.8M
3
+$32.4M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$24.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$21.8M

Top Sells

1
+$17.3M
2
+$10.9M
3
+$9.3M
4
BND icon
Vanguard Total Bond Market
BND
+$8.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.79M

Sector Composition

1 Technology 4.5%
2 Consumer Discretionary 2.71%
3 Financials 2.69%
4 Healthcare 2.01%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
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