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
826
$283K ﹤0.01%
+2,843
827
$282K ﹤0.01%
3,676
-390
828
$279K ﹤0.01%
+2,382
829
$277K ﹤0.01%
5,396
+701
830
$276K ﹤0.01%
11,345
831
$275K ﹤0.01%
5,370
+943
832
$274K ﹤0.01%
4,504
+574
833
$273K ﹤0.01%
4,685
834
$272K ﹤0.01%
+1,600
835
$272K ﹤0.01%
1,441
-339
836
$272K ﹤0.01%
+1,178
837
$272K ﹤0.01%
+3,986
838
$271K ﹤0.01%
3,973
+822
839
$270K ﹤0.01%
18,114
+7,081
840
$270K ﹤0.01%
+5,800
841
$269K ﹤0.01%
+9,616
842
$268K ﹤0.01%
2,913
+565
843
$266K ﹤0.01%
12,592
-568
844
$266K ﹤0.01%
2,571
-72
845
$266K ﹤0.01%
2,380
+104
846
$265K ﹤0.01%
+3,939
847
$265K ﹤0.01%
+928
848
$264K ﹤0.01%
15,162
+492
849
$264K ﹤0.01%
+3,825
850
$263K ﹤0.01%
4,683
32 33
34
35 36