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
476
$1.25M 0.01%
36,592
+4,502
477
$1.25M 0.01%
21,554
+5,471
478
$1.25M 0.01%
39,942
+13,595
479
$1.25M 0.01%
25,024
-14,725
480
$1.23M 0.01%
22,811
+5,332
481
$1.22M 0.01%
7,144
+1,759
482
$1.22M 0.01%
13,685
+7,671
483
$1.2M 0.01%
12,481
+4,309
484
$1.2M 0.01%
79,748
+31,297
485
$1.17M 0.01%
+57,576
486
$1.17M 0.01%
+11,957
487
$1.16M 0.01%
18,480
+8,940
488
$1.16M 0.01%
133,585
+281
489
$1.16M 0.01%
12,898
+3,995
490
– –
0
491
$1.14M 0.01%
29,991
+2,676
492
$1.14M 0.01%
5,017
+1,178
493
$1.12M 0.01%
+30,000
494
$1.12M 0.01%
17,777
+2,511
495
$1.12M 0.01%
+43,309
496
$1.11M 0.01%
+22,992
497
$1.11M 0.01%
14,542
+7,551
498
$1.11M 0.01%
18,963
+7,309
499
$1.11M 0.01%
22,473
-187
500
$1.11M 0.01%
15,498
-3,289
18 19
20
21 22