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
601
$264K ﹤0.01%
40,000
602
$263K ﹤0.01%
2,137
+1
603
$262K ﹤0.01%
1,604
604
$262K ﹤0.01%
+6,379
605
$261K ﹤0.01%
13,599
606
$260K ﹤0.01%
23,638
+11,701
607
$260K ﹤0.01%
3,331
+62
608
$258K ﹤0.01%
+7,409
609
$258K ﹤0.01%
14,540
+4,278
610
$257K ﹤0.01%
6,082
+382
611
$256K ﹤0.01%
11,345
612
$256K ﹤0.01%
+6,219
613
$254K ﹤0.01%
1,811
+405
614
$254K ﹤0.01%
8,376
615
$254K ﹤0.01%
6,783
+18
616
$253K ﹤0.01%
+1,218
617
$253K ﹤0.01%
4,486
+520
618
$253K ﹤0.01%
28,328
619
$253K ﹤0.01%
+4,345
620
$253K ﹤0.01%
+5,459
621
$251K ﹤0.01%
10,131
622
$251K ﹤0.01%
16,323
+587
623
$251K ﹤0.01%
4,409
-21
624
$250K ﹤0.01%
+981
625
$250K ﹤0.01%
+2,535
23 24
25
26 27