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
676
$219K ﹤0.01%
+1,787
677
$218K ﹤0.01%
1,096
-12
678
$218K ﹤0.01%
+3,165
679
$217K ﹤0.01%
+2,597
680
$217K ﹤0.01%
+496
681
$216K ﹤0.01%
12,673
+15
682
$216K ﹤0.01%
+4,034
683
$216K ﹤0.01%
+2,872
684
$216K ﹤0.01%
+2,147
685
$215K ﹤0.01%
+2,837
686
$215K ﹤0.01%
+36
687
$215K ﹤0.01%
6,309
+11
688
$214K ﹤0.01%
3,866
+13
689
$213K ﹤0.01%
4,677
-645
690
$213K ﹤0.01%
2,804
+131
691
$212K ﹤0.01%
190
692
$212K ﹤0.01%
+5,942
693
$211K ﹤0.01%
2,315
+2
694
$211K ﹤0.01%
1,578
-356
695
$210K ﹤0.01%
+3,575
696
$209K ﹤0.01%
+2,997
697
$209K ﹤0.01%
2,186
+80
698
$207K ﹤0.01%
+1,100
699
– –
0
700
$207K ﹤0.01%
1,600
+17
26 27
28
29 30