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
626
$250K ﹤0.01%
+4,943
627
$248K ﹤0.01%
8,110
-46
628
$247K ﹤0.01%
+3,616
629
$246K ﹤0.01%
4,515
+318
630
$245K ﹤0.01%
1,980
+173
631
$245K ﹤0.01%
3,546
-131
632
$245K ﹤0.01%
11,019
+3,598
633
$245K ﹤0.01%
5,760
-24
634
$244K ﹤0.01%
177
-13
635
$244K ﹤0.01%
632
+14
636
$243K ﹤0.01%
+219
637
$242K ﹤0.01%
5,769
638
$242K ﹤0.01%
7,945
+951
639
$242K ﹤0.01%
3,237
+119
640
$241K ﹤0.01%
15,009
+214
641
$240K ﹤0.01%
163
+2
642
$239K ﹤0.01%
2,723
+21
643
$239K ﹤0.01%
2,428
+445
644
$238K ﹤0.01%
3,760
+795
645
$238K ﹤0.01%
2,218
+314
646
$238K ﹤0.01%
7,063
+302
647
$237K ﹤0.01%
9,071
648
$237K ﹤0.01%
2,928
649
$237K ﹤0.01%
+8,134
650
$237K ﹤0.01%
12,578
+1,145
24 25
26
27 28