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
751
$40.1K ﹤0.01%
42,603
752
$36.9K ﹤0.01%
24,432
753
$33.9K ﹤0.01%
11,910
754
$19.4K ﹤0.01%
10,000
755
$18.9K ﹤0.01%
+13,323
756
$10.8K ﹤0.01%
10,000
757
$6.69K ﹤0.01%
11,075
+575
758
– –
-10,366
759
– –
-9,019
760
– –
-15,814
761
– –
-6,265
762
– –
-7,700
763
– –
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764
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765
– –
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766
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767
– –
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768
– –
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769
– –
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770
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771
– –
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772
– –
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773
– –
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774
– –
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775
– –
-5,096
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