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
751
$493K ﹤0.01%
16,203
+2,171
752
$491K ﹤0.01%
14,617
+1,448
753
$482K ﹤0.01%
7,971
+900
754
$480K ﹤0.01%
6,655
+2,157
755
$480K ﹤0.01%
+10,180
756
$480K ﹤0.01%
1,489
+801
757
$477K ﹤0.01%
3,728
+1,343
758
$476K ﹤0.01%
5,202
+1,363
759
$475K ﹤0.01%
2,942
+11
760
$474K ﹤0.01%
+8,126
761
$474K ﹤0.01%
5,508
+596
762
$473K ﹤0.01%
2,815
+725
763
$472K ﹤0.01%
26,861
+117
764
$471K ﹤0.01%
2,134
+956
765
$471K ﹤0.01%
65
+13
766
$468K ﹤0.01%
17,228
+1,389
767
$467K ﹤0.01%
7,171
-5,459
768
$467K ﹤0.01%
6,348
+149
769
$463K ﹤0.01%
4,851
+2,046
770
$460K ﹤0.01%
6,850
+257
771
$459K ﹤0.01%
1,808
+260
772
$458K ﹤0.01%
6,710
+2,572
773
$458K ﹤0.01%
3,082
+376
774
$456K ﹤0.01%
58,414
+1,814
775
$453K ﹤0.01%
2,969
+331
29 30
31
32 33