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
726
$526K ﹤0.01%
9,135
+451
727
$526K ﹤0.01%
+7,887
728
$525K ﹤0.01%
12,037
+657
729
$524K ﹤0.01%
7,622
+1,810
730
$523K ﹤0.01%
3,970
+877
731
$521K ﹤0.01%
25,765
+9,351
732
$518K ﹤0.01%
11,471
+252
733
$518K ﹤0.01%
6,242
+956
734
$516K ﹤0.01%
10,238
+14
735
$516K ﹤0.01%
26,409
+1,254
736
$515K ﹤0.01%
4,122
+1,539
737
$515K ﹤0.01%
1,821
+443
738
$514K ﹤0.01%
9,799
+5,813
739
$512K ﹤0.01%
2,720
+30
740
$510K ﹤0.01%
15,360
+8,062
741
$507K ﹤0.01%
18,030
-7
742
$504K ﹤0.01%
10,667
+4,867
743
$503K ﹤0.01%
4,767
+271
744
$502K ﹤0.01%
4,734
+1,510
745
$502K ﹤0.01%
1,489
+630
746
$501K ﹤0.01%
7,269
+410
747
$501K ﹤0.01%
6,032
+794
748
$499K ﹤0.01%
5,214
+442
749
$495K ﹤0.01%
3,353
+733
750
$494K ﹤0.01%
20,359
+114
28 29
30
31 32