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
551
$926K 0.01%
+9,265
552
$918K 0.01%
7,817
+1,968
553
$906K 0.01%
3,202
+766
554
$905K 0.01%
7,572
+2,653
555
$901K 0.01%
+5,672
556
$891K 0.01%
10,114
+4,760
557
$890K 0.01%
482
+107
558
$888K 0.01%
7,592
-453
559
$885K 0.01%
24,429
+3,718
560
$883K 0.01%
37,392
-1,209
561
$879K 0.01%
9,182
+11
562
$875K 0.01%
21,345
+5,037
563
$871K 0.01%
37,863
564
$867K 0.01%
23,485
+2,549
565
$867K 0.01%
9,428
+586
566
$864K 0.01%
3,259
+879
567
$862K 0.01%
2,989
+252
568
$861K 0.01%
1,522
+145
569
$858K 0.01%
21,609
+1,247
570
$855K 0.01%
16,335
+9,733
571
$853K 0.01%
7,742
+44
572
$846K 0.01%
87,212
+18,746
573
$842K 0.01%
37,975
574
$839K 0.01%
83,622
+34,547
575
$838K 0.01%
16,375
21 22
23
24 25