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
601
$528K 0.01%
2,301
-396
602
$527K 0.01%
6,230
-136
603
$525K 0.01%
16,043
+594
604
$520K 0.01%
2,990
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605
$518K 0.01%
13,413
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$516K 0.01%
4,772
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607
$513K 0.01%
153,560
+75,560
608
$511K 0.01%
4,498
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609
$509K 0.01%
12,688
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610
$508K 0.01%
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611
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612
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4,732
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613
$502K 0.01%
2,672
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614
$502K 0.01%
25,771
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615
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5,560
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$491K 0.01%
39,433
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805
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620
$490K 0.01%
6,593
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621
$490K 0.01%
20,245
-5,001
622
$489K 0.01%
5,354
+3,063
623
$489K 0.01%
7,944
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624
$486K 0.01%
49,075
+6,149
625
$486K 0.01%
5,238
-20
23 24
25
26 27