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
$6.19B
AUM Growth
-$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$16.7M
3
+$11.1M
4
AAPL icon
Apple
AAPL
+$10.7M
5
AMZN icon
Amazon
AMZN
+$6.39M

Top Sells

1
+$9.86M
2
+$6.79M
3
+$2.18M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.16M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.85M

Sector Composition

1 Technology 6.94%
2 Consumer Discretionary 3.89%
3 Financials 3.41%
4 Healthcare 2.85%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.11M 0.15%
126,594
+6,631
77
$8.61M 0.14%
88,919
+6,250
78
$8.48M 0.14%
194,002
+32,688
79
$8.38M 0.14%
76,142
+165
80
$8.33M 0.13%
192,264
-8,131
81
$8.32M 0.13%
164,962
-20,654
82
$8.2M 0.13%
54,984
+2,197
83
$8.09M 0.13%
39,710
+2,173
84
$7.98M 0.13%
83,454
+5,143
85
$7.83M 0.13%
51,530
+113
86
$7.81M 0.13%
113,364
+1,873
87
$7.8M 0.13%
284,960
-20,546
88
$7.7M 0.12%
50,024
+2,873
89
$7.58M 0.12%
132,355
-1,298
90
$7.51M 0.12%
332,685
+372
91
$7.31M 0.12%
66,151
-130
92
$7.15M 0.12%
44,839
+2,167
93
$7.06M 0.11%
12,501
+2,558
94
$6.96M 0.11%
108,106
-28,270
95
$6.81M 0.11%
205,181
-1,724
96
$6.71M 0.11%
66,141
-637
97
$6.56M 0.11%
111,517
-771
98
$6.53M 0.11%
29,567
+435
99
$6.42M 0.1%
41,199
+2,060
100
$6.36M 0.1%
46,102
-4,516
2 3
4
5 6