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
$9.78B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$28.9M
3
+$23.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$23.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$15.9M

Top Sells

1
+$5.45M
2
+$4.65M
3
+$3.94M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.78M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.64M

Sector Composition

1 Technology 9.15%
2 Consumer Discretionary 6.46%
3 Financials 3.97%
4 Healthcare 2.52%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$302K ﹤0.01%
3,502
-165
802
$301K ﹤0.01%
3,499
-313
803
$301K ﹤0.01%
+3,634
804
$299K ﹤0.01%
+3,008
805
$299K ﹤0.01%
+7,506
806
$297K ﹤0.01%
6,578
+8
807
$297K ﹤0.01%
+3,934
808
$297K ﹤0.01%
3,102
+161
809
$296K ﹤0.01%
3,032
-174
810
$295K ﹤0.01%
6,142
-1,443
811
$294K ﹤0.01%
+8,694
812
$292K ﹤0.01%
+688
813
$292K ﹤0.01%
859
+121
814
$291K ﹤0.01%
5,921
+33
815
$289K ﹤0.01%
+3,052
816
$288K ﹤0.01%
13,457
-10,267
817
$288K ﹤0.01%
8,425
+1,399
818
$288K ﹤0.01%
1,527
+430
819
$287K ﹤0.01%
5,407
+871
820
$286K ﹤0.01%
13,599
821
$285K ﹤0.01%
+2,936
822
$285K ﹤0.01%
6,525
+17
823
$284K ﹤0.01%
3,312
-57
824
$283K ﹤0.01%
3,690
+243
825
$283K ﹤0.01%
+3,535
31 32
33
34 35