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
451
$1.38M 0.01%
6,659
+3,128
452
$1.38M 0.01%
16,886
+3,332
453
$1.38M 0.01%
2,505
+784
454
$1.38M 0.01%
17,352
-718
455
$1.37M 0.01%
69,315
+57,849
456
$1.37M 0.01%
17,571
-100
457
$1.36M 0.01%
8,506
+5,516
458
$1.36M 0.01%
+30,204
459
$1.36M 0.01%
1,373
+123
460
$1.36M 0.01%
7,878
+2,578
461
$1.35M 0.01%
20,915
+5,434
462
$1.35M 0.01%
14,043
+1,930
463
$1.35M 0.01%
28,826
-94,494
464
$1.34M 0.01%
+21,190
465
$1.33M 0.01%
5,044
+29
466
$1.31M 0.01%
47,824
+37,396
467
$1.3M 0.01%
103,639
+55
468
$1.29M 0.01%
7,486
+1,015
469
$1.28M 0.01%
11,539
+2,214
470
$1.27M 0.01%
9,309
+2,011
471
$1.27M 0.01%
2,003
-126
472
$1.26M 0.01%
22,936
+11,000
473
$1.26M 0.01%
17,844
+2,771
474
$1.26M 0.01%
5,206
+2,249
475
$1.26M 0.01%
11,293
+4,549
17 18
19
20 21