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
526
$1.01M 0.01%
20,052
+8,605
527
$1.01M 0.01%
29,677
+676
528
$999K 0.01%
3,776
+406
529
$993K 0.01%
7,654
+2,794
530
$992K 0.01%
19,671
+10,913
531
$988K 0.01%
+21,023
532
$986K 0.01%
+8,197
533
$983K 0.01%
12,470
+6,578
534
$977K 0.01%
8,968
+1,456
535
$967K 0.01%
35,060
+1,001
536
$964K 0.01%
+18,616
537
$959K 0.01%
21,654
+7,721
538
$957K 0.01%
8,147
+2,949
539
$957K 0.01%
19,815
+5,344
540
$957K 0.01%
15,548
541
$953K 0.01%
9,876
+1,470
542
$947K 0.01%
13,989
+2,251
543
$946K 0.01%
3,161
+388
544
$943K 0.01%
91,594
+27,192
545
$941K 0.01%
7,445
+6,230
546
$939K 0.01%
7,588
+2,606
547
$938K 0.01%
31,470
548
$935K 0.01%
11,484
-310
549
$933K 0.01%
+33,607
550
$927K 0.01%
22,271
+2,858
20 21
22
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