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
626
$722K 0.01%
20,670
+7,982
627
$722K 0.01%
4,923
+2,459
628
$717K 0.01%
4,191
+606
629
$715K 0.01%
10,627
+2,478
630
$714K 0.01%
13,409
-425
631
$712K 0.01%
4,456
+420
632
$711K 0.01%
3,891
+1,648
633
$710K 0.01%
7,787
-10,123
634
$703K 0.01%
2,066
+1,079
635
$703K 0.01%
74,950
636
$700K 0.01%
27,917
+250
637
$700K 0.01%
29,179
+11,091
638
$698K 0.01%
6,740
639
$698K 0.01%
8,565
+2,637
640
$695K 0.01%
+7,596
641
$690K 0.01%
4,463
+1,583
642
$690K 0.01%
89,580
643
$690K 0.01%
5,361
+178
644
$689K 0.01%
+22,846
645
$684K 0.01%
350
+160
646
$683K 0.01%
9,699
+2,584
647
$682K 0.01%
5,694
+2,903
648
$681K 0.01%
+109,000
649
$681K 0.01%
1,339
+582
650
$678K 0.01%
1,474
+583
24 25
26
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