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
51
$13.8M 0.22%
26
52
$13.7M 0.22%
91,620
+4,327
53
$13.5M 0.22%
71,552
-323
54
$13.3M 0.21%
83,440
+2,934
55
$13.3M 0.21%
115,338
-7,312
56
$12.9M 0.21%
130,397
-6,005
57
$12.9M 0.21%
89,187
+26,335
58
$12.4M 0.2%
46,742
+440
59
$12.4M 0.2%
54,658
+29
60
$11.9M 0.19%
240,523
-3,412
61
$11.6M 0.19%
46,315
+8,471
62
$11.3M 0.18%
37,744
+6,332
63
$11.1M 0.18%
107,914
+6,117
64
$10.6M 0.17%
163,430
-16,812
65
$10.5M 0.17%
214,413
+46,627
66
$10.3M 0.17%
233,119
+11,611
67
$10.3M 0.17%
67,709
-99
68
$10.2M 0.16%
22,341
+2,701
69
$10.1M 0.16%
37,755
+4,801
70
$9.95M 0.16%
41,342
+1,307
71
$9.86M 0.16%
104,539
-6,184
72
$9.77M 0.16%
130,032
+723
73
$9.71M 0.16%
69,222
+8,163
74
$9.43M 0.15%
34,550
+1,908
75
$9.28M 0.15%
44,648
+1,302
1 2
3
4 5