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
351
$2.23M 0.02%
32,893
+12,864
352
$2.23M 0.02%
4,601
+1,766
353
$2.19M 0.02%
111,563
+3,775
354
$2.18M 0.02%
36,397
-8,082
355
$2.16M 0.02%
12,867
+539
356
$2.15M 0.02%
19,028
+14,726
357
$2.15M 0.02%
12,430
+11,266
358
$2.14M 0.02%
98,422
+7,143
359
$2.12M 0.02%
6,123
+2,193
360
$2.11M 0.02%
37,659
+1,666
361
$2.11M 0.02%
13,659
+2,242
362
$2.11M 0.02%
16,922
+299
363
$2.1M 0.02%
16,390
+1,667
364
$2.1M 0.02%
17,438
+1,862
365
$2.1M 0.02%
27,919
+4,665
366
$2.1M 0.02%
20,315
+4,106
367
$2.08M 0.02%
13,232
+1,901
368
$2.08M 0.02%
9,928
+2,748
369
$2.06M 0.02%
99,532
+46,049
370
$2.05M 0.02%
30,149
+7,716
371
$2.05M 0.02%
7,736
+1,175
372
$2.05M 0.02%
10,209
+2,919
373
$2.02M 0.02%
43,047
+17,782
374
$2.01M 0.02%
9,730
+1,544
375
$2.01M 0.02%
10,601
+7,064
13 14
15
16 17