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
651
$676K 0.01%
2,732
-57
652
$676K 0.01%
7,082
+1,522
653
$676K 0.01%
12,352
+3,312
654
$675K 0.01%
2,811
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655
$673K 0.01%
2,893
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656
$671K 0.01%
13,541
+2,625
657
$666K 0.01%
10,179
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658
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659
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8,200
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660
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4,834
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661
$649K 0.01%
40,580
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662
$649K 0.01%
1,427
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663
$649K 0.01%
+6,487
664
$649K 0.01%
18,941
-17,927
665
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666
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667
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668
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32,624
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669
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670
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5,559
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671
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10,437
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672
$633K 0.01%
11,049
673
$628K 0.01%
25,270
+259
674
$625K 0.01%
23,557
+966
675
$623K 0.01%
3,229
-747
25 26
27
28 29