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
376
$1.99M 0.02%
17,748
+239
377
$1.98M 0.02%
+69,319
378
$1.97M 0.02%
19,226
379
$1.96M 0.02%
9,907
+567
380
$1.95M 0.02%
9,221
-704
381
$1.94M 0.02%
8,533
+1,440
382
$1.94M 0.02%
6,194
+3,240
383
$1.94M 0.02%
8,295
+729
384
$1.89M 0.02%
1,430
+277
385
$1.89M 0.02%
18,046
+15,576
386
$1.89M 0.02%
11,147
+2,869
387
$1.88M 0.02%
23,066
+2,342
388
$1.88M 0.02%
12,291
+3,100
389
$1.87M 0.02%
13,243
+368
390
$1.87M 0.02%
19,940
-771
391
$1.84M 0.02%
33,237
+17,741
392
$1.84M 0.02%
33,344
+4,234
393
$1.83M 0.02%
+34,991
394
$1.81M 0.02%
57,978
+30,358
395
$1.79M 0.02%
+28,164
396
$1.79M 0.02%
40,808
+13,839
397
$1.79M 0.02%
38,111
+14,692
398
$1.78M 0.01%
79,602
+439
399
$1.78M 0.01%
6,792
+1,728
400
$1.78M 0.01%
115,062
+25,502
14 15
16
17 18