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
201
$2.1M 0.03%
7,424
+1,031
202
$2.1M 0.03%
96,705
203
$2.1M 0.03%
13,730
+641
204
$2.1M 0.03%
9,835
+767
205
$2.08M 0.03%
7,277
+1,299
206
$2.04M 0.03%
6,091
+254
207
$2M 0.03%
28,989
+12,891
208
$1.99M 0.03%
22,465
+746
209
$1.99M 0.03%
25,370
-743
210
$1.95M 0.03%
27,913
+2,856
211
$1.94M 0.03%
20,966
-281
212
$1.94M 0.03%
52,302
+1,621
213
$1.92M 0.03%
14,801
+511
214
$1.9M 0.03%
28,100
+3,722
215
$1.89M 0.03%
57,114
+1,043
216
$1.89M 0.03%
6,931
+904
217
$1.89M 0.03%
17,941
218
$1.88M 0.03%
18,278
+1,742
219
$1.86M 0.03%
28,443
-96
220
$1.85M 0.03%
11,305
+722
221
$1.83M 0.03%
25,241
-211
222
$1.8M 0.03%
16,232
-537
223
$1.79M 0.03%
12,928
+2,382
224
$1.77M 0.03%
4,031
+820
225
$1.77M 0.03%
12,495
+921
7 8
9
10 11