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
701
$582K ﹤0.01%
28,588
+153
702
$582K ﹤0.01%
9,123
+3,533
703
$576K ﹤0.01%
3,944
+1,375
704
$569K ﹤0.01%
4,922
+1,175
705
$558K ﹤0.01%
6,961
+1,073
706
$556K ﹤0.01%
+2,454
707
$553K ﹤0.01%
4,673
+662
708
$553K ﹤0.01%
10,732
-852
709
$552K ﹤0.01%
6,274
+1,249
710
$546K ﹤0.01%
2,610
-93
711
$542K ﹤0.01%
3,922
+228
712
$540K ﹤0.01%
8,398
+1,885
713
$538K ﹤0.01%
+10,278
714
$538K ﹤0.01%
959
+154
715
$538K ﹤0.01%
13,424
+4,467
716
$538K ﹤0.01%
1,543
+283
717
$537K ﹤0.01%
4,115
+2,336
718
$537K ﹤0.01%
5,822
-393
719
$537K ﹤0.01%
+6,017
720
$535K ﹤0.01%
4,932
+2,270
721
$535K ﹤0.01%
8,379
+719
722
$533K ﹤0.01%
94,300
+7,000
723
$531K ﹤0.01%
3,825
+2,391
724
$529K ﹤0.01%
6,785
+918
725
$528K ﹤0.01%
10,589
+191
27 28
29
30 31