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
101
$6.29M 0.1%
194,042
+16,882
102
$6.18M 0.1%
298,222
+2,668
103
$6.16M 0.1%
34,851
+3,102
104
$6.14M 0.1%
59,416
-867
105
$6.13M 0.1%
56,911
106
$6.12M 0.1%
23,084
+480
107
$6.04M 0.1%
25,707
-9
108
$6.01M 0.1%
28,879
+1,144
109
$5.98M 0.1%
30,568
+956
110
$5.94M 0.1%
94,780
+6,110
111
$5.88M 0.1%
66,661
+6,524
112
$5.88M 0.1%
38,591
+2,678
113
$5.71M 0.09%
114,595
-1,375
114
$5.66M 0.09%
14,295
+2,212
115
$5.57M 0.09%
71,036
+2,680
116
$5.47M 0.09%
153,857
+16,085
117
$5.47M 0.09%
56,622
+1,953
118
$5.39M 0.09%
64,900
+13,230
119
$5.37M 0.09%
12,951
-184
120
$5.36M 0.09%
113,511
+108,197
121
$5.25M 0.08%
87,438
-302
122
$5.22M 0.08%
20,484
+1,355
123
$5.21M 0.08%
45,114
-320
124
$5.18M 0.08%
20,042
+679
125
$5.15M 0.08%
41,929
+1,978
3 4
5
6 7