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
651
$236K ﹤0.01%
+8,801
652
$235K ﹤0.01%
+1,954
653
$235K ﹤0.01%
14,571
-74
654
$235K ﹤0.01%
+3,312
655
$234K ﹤0.01%
+3,049
656
$232K ﹤0.01%
+4,776
657
$231K ﹤0.01%
4,130
-2,363
658
$230K ﹤0.01%
2,927
+5
659
$230K ﹤0.01%
3,000
660
$230K ﹤0.01%
6,195
661
$229K ﹤0.01%
+3,851
662
$228K ﹤0.01%
2,840
-165
663
$227K ﹤0.01%
+7,899
664
$227K ﹤0.01%
3,390
+181
665
$226K ﹤0.01%
4,059
+61
666
$225K ﹤0.01%
5,556
+500
667
$225K ﹤0.01%
+9,110
668
$225K ﹤0.01%
15,357
-300
669
$224K ﹤0.01%
6,276
+3
670
$223K ﹤0.01%
+1,506
671
$221K ﹤0.01%
640
+60
672
$221K ﹤0.01%
3,735
-66
673
$220K ﹤0.01%
9,074
-378
674
$219K ﹤0.01%
+1,736
675
$219K ﹤0.01%
+3,441
25 26
27
28 29