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
326
$2.57M 0.02%
21,475
+149
327
$2.57M 0.02%
96,660
+4,808
328
$2.56M 0.02%
22,319
+6,678
329
$2.54M 0.02%
4,374
+3,237
330
$2.53M 0.02%
110,104
+59,347
331
$2.51M 0.02%
30,433
+768
332
$2.5M 0.02%
+94,656
333
$2.5M 0.02%
29,849
+11,034
334
$2.49M 0.02%
16,629
+13,217
335
$2.48M 0.02%
28,548
+1,454
336
$2.47M 0.02%
18,707
+1,155
337
$2.47M 0.02%
12,506
+1,881
338
$2.45M 0.02%
79,196
+54,752
339
$2.45M 0.02%
33,846
-865
340
$2.42M 0.02%
31,285
+4,816
341
$2.42M 0.02%
30,162
+9,742
342
$2.39M 0.02%
34,452
+17,330
343
$2.38M 0.02%
8,863
+2,777
344
$2.37M 0.02%
7,043
+1,354
345
$2.37M 0.02%
7,233
+5,929
346
$2.33M 0.02%
12,678
+7,416
347
$2.32M 0.02%
16,541
+1,735
348
$2.31M 0.02%
36,438
+4,438
349
$2.27M 0.02%
4,661
+4,131
350
$2.26M 0.02%
26,021
+9,291
12 13
14
15 16