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
851
$263K ﹤0.01%
+1,982
852
$263K ﹤0.01%
+2,608
853
$262K ﹤0.01%
+3,899
854
$261K ﹤0.01%
+3,099
855
$261K ﹤0.01%
+2,717
856
$260K ﹤0.01%
4,757
857
$259K ﹤0.01%
212
+20
858
$259K ﹤0.01%
+2,805
859
$259K ﹤0.01%
1,269
-121
860
$258K ﹤0.01%
10,131
861
$258K ﹤0.01%
20,164
862
$257K ﹤0.01%
4,491
+876
863
$257K ﹤0.01%
+5,316
864
$256K ﹤0.01%
+2,676
865
$254K ﹤0.01%
4,687
-1,100
866
$253K ﹤0.01%
+2,329
867
$252K ﹤0.01%
+524
868
$251K ﹤0.01%
+6,938
869
$251K ﹤0.01%
+633
870
$251K ﹤0.01%
6,897
-259
871
$249K ﹤0.01%
10,268
-6,392
872
$249K ﹤0.01%
6,467
873
$248K ﹤0.01%
14,499
-500
874
$247K ﹤0.01%
6,380
+644
875
$247K ﹤0.01%
+530
33 34
35
36 37