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
676
$623K 0.01%
11,007
+1,332
677
$622K 0.01%
+9,381
678
$621K 0.01%
4,963
+1,596
679
$616K 0.01%
7,941
+1,711
680
$616K 0.01%
+15,904
681
$614K 0.01%
33,111
+244
682
$612K 0.01%
13,580
+572
683
$611K 0.01%
1,069
+288
684
$609K 0.01%
16,477
+198
685
$608K 0.01%
16,722
+3,309
686
$606K 0.01%
13,440
+168
687
$605K 0.01%
8,773
+829
688
$602K 0.01%
14,300
689
$602K 0.01%
5,343
+199
690
$599K 0.01%
2,280
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691
$598K 0.01%
2,584
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692
$597K 0.01%
10,916
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693
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60,212
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694
$595K 0.01%
20,307
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695
$594K 0.01%
2,088
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696
$592K 0.01%
20,789
-5,395
697
$585K ﹤0.01%
+9,751
698
$585K ﹤0.01%
7,088
+345
699
$584K ﹤0.01%
2,966
-308
700
$584K ﹤0.01%
6,095
+3,001
26 27
28
29 30