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
501
$1.1M 0.01%
3,265
+222
502
$1.1M 0.01%
19,994
+13,594
503
$1.09M 0.01%
+22,994
504
$1.08M 0.01%
6,530
+679
505
$1.08M 0.01%
14,030
+1,150
506
$1.08M 0.01%
5,936
+3,255
507
$1.08M 0.01%
15,886
+5,902
508
$1.07M 0.01%
78,836
+8,663
509
$1.07M 0.01%
8,119
+4,286
510
$1.07M 0.01%
31,770
+13,001
511
$1.07M 0.01%
3,659
-176
512
$1.06M 0.01%
5,268
+103
513
$1.06M 0.01%
2,020
+579
514
$1.06M 0.01%
2,873
+1,906
515
$1.06M 0.01%
15,419
+226
516
$1.05M 0.01%
23,651
+17,126
517
$1.05M 0.01%
41,465
518
$1.05M 0.01%
10,233
-793
519
$1.04M 0.01%
5,029
+378
520
$1.04M 0.01%
7,736
+4,505
521
$1.02M 0.01%
5,753
+1,802
522
$1.02M 0.01%
12,682
+4,316
523
$1.02M 0.01%
10,771
+1,877
524
$1.02M 0.01%
8,543
+2,588
525
$1.01M 0.01%
9,251
+697
19 20
21
22 23