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
State Street Energy Select Sector SPDR ETF
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
301
$2.87M 0.02%
25,714
+13,755
302
$2.87M 0.02%
8,143
+519
303
$2.87M 0.02%
123,766
-24,928
304
$2.85M 0.02%
11,969
+5,717
305
$2.85M 0.02%
25,971
-3,403
306
$2.84M 0.02%
72,560
+8,487
307
$2.84M 0.02%
4,822
+1,519
308
$2.84M 0.02%
+21,259
309
$2.83M 0.02%
49,451
+1,509
310
$2.8M 0.02%
45,000
311
$2.8M 0.02%
172,445
+76,250
312
$2.79M 0.02%
207,285
+195,543
313
$2.79M 0.02%
30,781
+10,847
314
$2.73M 0.02%
17,118
+958
315
$2.73M 0.02%
34,129
+7,023
316
$2.71M 0.02%
36,916
+31,231
317
$2.7M 0.02%
12,047
+10,841
318
$2.69M 0.02%
24,100
+10,550
319
$2.68M 0.02%
9,000
+5,802
320
$2.65M 0.02%
25,306
+13,619
321
$2.62M 0.02%
91,888
+21,862
322
$2.58M 0.02%
14,370
+4,536
323
$2.58M 0.02%
51,301
+17,196
324
$2.57M 0.02%
+23,308
325
$2.57M 0.02%
74,635
+1
11 12
13
14 15