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
126
$5.14M 0.08%
110,493
-4,151
127
$4.94M 0.08%
23,066
+3,005
128
$4.84M 0.08%
24,112
+279
129
$4.83M 0.08%
10,583
-63
130
$4.61M 0.07%
62,888
-10,390
131
$4.61M 0.07%
28,010
+1,860
132
$4.6M 0.07%
19,976
+1,226
133
$4.58M 0.07%
138,525
+11,875
134
$4.57M 0.07%
10,500
-444
135
$4.54M 0.07%
32,065
+71
136
$4.5M 0.07%
324,698
+31,816
137
$4.48M 0.07%
58,366
+702
138
$4.35M 0.07%
202,230
-246
139
$4.3M 0.07%
10,520
-221
140
$4.29M 0.07%
35,848
+2,970
141
$4.25M 0.07%
59,816
+1,725
142
$4.24M 0.07%
31,255
+761
143
$4.17M 0.07%
65,394
-204
144
$4.06M 0.07%
50,067
+4,135
145
$3.99M 0.06%
68,763
+5,651
146
$3.96M 0.06%
54,761
-2,544
147
$3.94M 0.06%
30,115
-173
148
$3.75M 0.06%
96,936
-819
149
$3.74M 0.06%
22,837
+1,604
150
$3.68M 0.06%
252,648
+37,389
4 5
6
7 8