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
601
$771K 0.01%
12,416
+1,079
602
$770K 0.01%
10,053
603
$769K 0.01%
6,103
+636
604
$764K 0.01%
4,243
+1,498
605
$763K 0.01%
21,821
+1,045
606
$758K 0.01%
21,001
+4,627
607
$755K 0.01%
3,375
+301
608
$754K 0.01%
8,425
+2,944
609
$754K 0.01%
5,108
+1,764
610
$745K 0.01%
4,709
+1,830
611
$740K 0.01%
6,718
+763
612
$738K 0.01%
+36,510
613
$737K 0.01%
9,212
+1,204
614
$734K 0.01%
+8,340
615
$730K 0.01%
10,371
+1,892
616
$729K 0.01%
180,560
+27,000
617
$729K 0.01%
4,951
+363
618
$728K 0.01%
21,254
+2,609
619
$727K 0.01%
8,666
-76
620
$727K 0.01%
10,212
+4,146
621
$726K 0.01%
+130,345
622
$726K 0.01%
4,058
+1,386
623
$724K 0.01%
14,583
+20
624
$723K 0.01%
+602,652
625
$723K 0.01%
1,722
+256
23 24
25
26 27