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
726
$171K ﹤0.01%
11,790
727
$159K ﹤0.01%
25,070
728
$153K ﹤0.01%
+16,197
729
$148K ﹤0.01%
1,488
+17
730
$146K ﹤0.01%
14,462
731
$142K ﹤0.01%
10,120
-84
732
$139K ﹤0.01%
14,433
733
$134K ﹤0.01%
13,065
734
$132K ﹤0.01%
93,200
735
$131K ﹤0.01%
1,550
736
$127K ﹤0.01%
12,247
+404
737
$125K ﹤0.01%
23,117
-3,090
738
$116K ﹤0.01%
23,885
739
$104K ﹤0.01%
11,165
+493
740
$90.8K ﹤0.01%
56,775
741
$87.8K ﹤0.01%
29,468
742
$81.7K ﹤0.01%
+11,569
743
$79.9K ﹤0.01%
33,024
744
$67.6K ﹤0.01%
11,414
745
$66.6K ﹤0.01%
1,474
+316
746
$54.4K ﹤0.01%
16,105
-270
747
$49.5K ﹤0.01%
14,445
-135
748
$44.8K ﹤0.01%
20,660
749
$42.6K ﹤0.01%
+10,000
750
$41.6K ﹤0.01%
18,750
+5,000
28 29
30
31 32