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
951
$211K ﹤0.01%
+4,376
952
$211K ﹤0.01%
+1,313
953
$211K ﹤0.01%
+5,577
954
$210K ﹤0.01%
3,041
+789
955
$209K ﹤0.01%
493
-1
956
$209K ﹤0.01%
+7,577
957
$208K ﹤0.01%
+2,662
958
$208K ﹤0.01%
2,900
-93
959
$208K ﹤0.01%
5,500
960
$206K ﹤0.01%
+20,213
961
$206K ﹤0.01%
+3,307
962
$206K ﹤0.01%
+7,050
963
$206K ﹤0.01%
5,353
964
$205K ﹤0.01%
+1,814
965
$204K ﹤0.01%
2,297
+34
966
$203K ﹤0.01%
5,023
-9
967
$203K ﹤0.01%
+5,792
968
$203K ﹤0.01%
7,432
969
$202K ﹤0.01%
+10,160
970
$201K ﹤0.01%
+1,214
971
$197K ﹤0.01%
15,291
-10,757
972
$192K ﹤0.01%
32,280
+3,697
973
$191K ﹤0.01%
+12,418
974
$191K ﹤0.01%
17,011
+2,011
975
$186K ﹤0.01%
+1,627
37 38
39
40 41