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
151
$3.68M 0.06%
16,399
-303
152
$3.66M 0.06%
7,237
+243
153
$3.64M 0.06%
7,136
+1,147
154
$3.59M 0.06%
20,915
+369
155
$3.57M 0.06%
38,570
+5,494
156
$3.38M 0.05%
1,330
+321
157
$3.37M 0.05%
62,851
-379
158
$3.33M 0.05%
8,821
+1,517
159
$3.3M 0.05%
16,918
+4
160
$3.26M 0.05%
39,872
+2,249
161
$3.08M 0.05%
46,002
-759
162
$3.05M 0.05%
15,042
+2,865
163
$3.01M 0.05%
23,432
+820
164
$2.99M 0.05%
26,512
+961
165
$2.96M 0.05%
16,147
-23
166
$2.94M 0.05%
7,892
+1,006
167
$2.88M 0.05%
105,393
-1,807
168
$2.81M 0.05%
8,685
+1,227
169
$2.8M 0.05%
11,915
-84
170
$2.76M 0.04%
39,926
+406
171
$2.74M 0.04%
18,112
+920
172
$2.61M 0.04%
240,587
+7,757
173
$2.6M 0.04%
11,834
+3,160
174
$2.59M 0.04%
37,290
+4,059
175
$2.58M 0.04%
73,823
+150
5 6
7
8 9