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
426
$1.56M 0.01%
21,562
+5,577
427
$1.54M 0.01%
7,642
+1,337
428
$1.54M 0.01%
12,014
+6,148
429
$1.52M 0.01%
18,420
+14,297
430
$1.52M 0.01%
28,502
+10,765
431
$1.52M 0.01%
18,442
+6,207
432
$1.5M 0.01%
31,339
-4,020
433
$1.5M 0.01%
+24,090
434
$1.5M 0.01%
27,430
+2,336
435
$1.49M 0.01%
10,374
-13
436
$1.49M 0.01%
22,943
+4,152
437
$1.49M 0.01%
5,763
+1,335
438
$1.44M 0.01%
35,753
+10,122
439
$1.44M 0.01%
17,269
+14,170
440
$1.44M 0.01%
15,076
+3,249
441
$1.44M 0.01%
46,043
+38,118
442
$1.44M 0.01%
10,431
+4,135
443
$1.43M 0.01%
26,811
+1,376
444
$1.43M 0.01%
16,440
-62
445
$1.43M 0.01%
3,336
+164
446
$1.42M 0.01%
21,808
+3,692
447
$1.42M 0.01%
6,532
+2,711
448
$1.41M 0.01%
4,317
+667
449
$1.4M 0.01%
9,798
+1,548
450
$1.39M 0.01%
13,332
+3,576
16 17
18
19 20