HWM

HB Wealth Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 17.13%
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.9B
AUM Growth
+$2.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,247
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$154M
3
+$133M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$111M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$111M

Top Sells

1
+$86.5M
2
+$19.3M
3
+$9.86M
4
ALB icon
Albemarle
ALB
+$6.79M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.42M

Sector Composition

1 Technology 8.55%
2 Financials 5.78%
3 Consumer Discretionary 4.38%
4 Healthcare 3.23%
5 Industrials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.17M 0.03%
18,022
+16,291
252
$4.17M 0.03%
24,408
+17,375
253
$4.15M 0.03%
+56,167
254
$4.14M 0.03%
52,946
+7,390
255
$4.12M 0.03%
15,567
+4,038
256
$4.09M 0.03%
6,171
+1,716
257
$4.03M 0.03%
6,425
+3,548
258
$4.02M 0.03%
88,760
+16,894
259
$3.97M 0.03%
66,401
+22,356
260
$3.91M 0.03%
38,759
+8,723
261
$3.86M 0.03%
15,827
+1,800
262
$3.83M 0.03%
64,379
+43,701
263
$3.81M 0.03%
33,958
+7,547
264
$3.8M 0.03%
251,150
-2,763
265
$3.78M 0.03%
20,167
+18,054
266
$3.77M 0.03%
25,905
+2,998
267
$3.76M 0.03%
84,155
+20,488
268
$3.72M 0.03%
43,695
+4,145
269
$3.68M 0.03%
13,796
+2,669
270
$3.66M 0.03%
30,001
+1,386
271
$3.65M 0.03%
164,579
-12,439
272
$3.63M 0.03%
37,059
+1,605
273
$3.63M 0.03%
64,120
+42,418
274
$3.62M 0.03%
29,276
+6,737
275
$3.53M 0.03%
48,228
+14,098
9 10
11
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