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
876
$246K ﹤0.01%
+4,340
877
$246K ﹤0.01%
206
878
$245K ﹤0.01%
+2,314
879
$245K ﹤0.01%
11,860
-1,158
880
$245K ﹤0.01%
9,583
+1,061
881
$244K ﹤0.01%
5,022
-1,188
882
$244K ﹤0.01%
+3,662
883
$243K ﹤0.01%
+2,705
884
$243K ﹤0.01%
+2,157
885
$243K ﹤0.01%
1,186
-21
886
$243K ﹤0.01%
1,589
+213
887
$243K ﹤0.01%
+1,926
888
$243K ﹤0.01%
+15,010
889
$242K ﹤0.01%
+12,220
890
$242K ﹤0.01%
1,157
+217
891
$242K ﹤0.01%
9,556
892
$241K ﹤0.01%
+124
893
$241K ﹤0.01%
+1,795
894
$241K ﹤0.01%
+2,295
895
$240K ﹤0.01%
3,076
-524
896
$236K ﹤0.01%
2,701
+244
897
$235K ﹤0.01%
2,943
+566
898
$235K ﹤0.01%
7,876
+917
899
$235K ﹤0.01%
4,685
-37
900
$233K ﹤0.01%
+3,649
34 35
36
37 38