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
401
$1.77M 0.01%
64,001
+2,405
402
$1.77M 0.01%
32,743
-238
403
$1.76M 0.01%
6,346
+1,326
404
$1.74M 0.01%
+34,346
405
$1.74M 0.01%
8,455
+903
406
$1.73M 0.01%
67,728
-16,237
407
$1.7M 0.01%
8,292
+1,492
408
$1.69M 0.01%
26,903
+12,885
409
$1.69M 0.01%
11,359
+135
410
$1.68M 0.01%
22,392
+3,094
411
$1.67M 0.01%
13,463
+7,311
412
$1.67M 0.01%
903
+704
413
$1.67M 0.01%
13,144
+2,720
414
$1.67M 0.01%
7,850
+6,348
415
$1.66M 0.01%
28,384
+77
416
$1.65M 0.01%
19,339
+8,138
417
$1.64M 0.01%
35,534
+11,212
418
$1.63M 0.01%
126,753
-31,219
419
$1.62M 0.01%
1,991
+316
420
$1.61M 0.01%
3,824
+1,585
421
$1.59M 0.01%
17,083
+920
422
$1.58M 0.01%
19,179
+67
423
$1.57M 0.01%
8,951
+922
424
$1.57M 0.01%
12,100
+1,907
425
$1.56M 0.01%
37,426
+6,214
15 16
17
18 19