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
176
$2.58M 0.04%
63,050
+9,591
177
$2.55M 0.04%
39,554
-5,633
178
$2.53M 0.04%
66,767
+3,213
179
$2.51M 0.04%
33,303
+1,460
180
$2.49M 0.04%
63,470
-6,736
181
$2.47M 0.04%
27,088
-262
182
$2.47M 0.04%
5,681
+396
183
$2.44M 0.04%
27,435
+6,151
184
$2.39M 0.04%
25,200
-213
185
$2.37M 0.04%
121,874
+34,228
186
$2.37M 0.04%
12,356
+1,407
187
$2.37M 0.04%
12,018
+195
188
$2.34M 0.04%
21,864
-140
189
$2.33M 0.04%
36,469
+3,644
190
$2.33M 0.04%
75,841
+7,764
191
$2.3M 0.04%
80,545
-660
192
$2.3M 0.04%
54,718
+4,688
193
$2.29M 0.04%
90,303
+75,682
194
$2.24M 0.04%
17,369
-73
195
$2.22M 0.04%
13,263
+8,411
196
$2.22M 0.04%
23,594
+327
197
$2.21M 0.04%
5,844
+748
198
$2.19M 0.04%
31,383
+1,014
199
$2.12M 0.03%
17,683
+490
200
$2.12M 0.03%
4,153
+842
6 7
8
9 10