HWM

HB Wealth Management Portfolio holdings

AUM $15.4B
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
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
+$21.2M
2
+$16.6M
3
+$11.8M
4
AAPL icon
Apple
AAPL
+$11.5M
5
AMZN icon
Amazon
AMZN
+$6.73M

Top Sells

1
+$9.96M
2
+$6.51M
3
+$2.26M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.93M

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
776
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777
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778
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-5,621
779
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-5,096
780
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-18,539
781
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-2,038
782
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-6,286
783
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-5,445
784
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-337
785
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-52,082
786
– –
-22,852
787
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-20,000
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