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
701
$207K ﹤0.01%
20,164
702
$206K ﹤0.01%
+1,277
703
$206K ﹤0.01%
2,259
+259
704
$205K ﹤0.01%
+2,744
705
$205K ﹤0.01%
8,206
706
$205K ﹤0.01%
+2,754
707
$205K ﹤0.01%
+3,837
708
$204K ﹤0.01%
3,270
709
$204K ﹤0.01%
17,254
-124
710
$204K ﹤0.01%
13,291
-1,000
711
$203K ﹤0.01%
7,958
712
$203K ﹤0.01%
6,052
-1,439
713
$203K ﹤0.01%
3,504
714
$202K ﹤0.01%
5,090
-31
715
$202K ﹤0.01%
5,782
-250
716
$202K ﹤0.01%
+1,611
717
$200K ﹤0.01%
6,995
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718
$200K ﹤0.01%
+490
719
$199K ﹤0.01%
18,481
+2,656
720
$197K ﹤0.01%
+10,778
721
$192K ﹤0.01%
19,436
+1,050
722
$188K ﹤0.01%
+10,663
723
$174K ﹤0.01%
10,204
-3,854
724
$174K ﹤0.01%
13,290
-18,181
725
$173K ﹤0.01%
10,086
-169
27 28
29
30 31