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
776
$452K ﹤0.01%
11,680
+2,329
777
$452K ﹤0.01%
+16,040
778
$450K ﹤0.01%
4,381
+1,308
779
$450K ﹤0.01%
5,850
+799
780
$449K ﹤0.01%
+9,457
781
$449K ﹤0.01%
14,503
-10,139
782
$448K ﹤0.01%
8,799
+4,423
783
$447K ﹤0.01%
11,303
+384
784
$444K ﹤0.01%
5,862
+1,338
785
$443K ﹤0.01%
+36,346
786
$442K ﹤0.01%
+164
787
$437K ﹤0.01%
8,469
+2,751
788
$436K ﹤0.01%
6,015
+634
789
$435K ﹤0.01%
16,371
+195
790
$435K ﹤0.01%
3,585
+1,958
791
$433K ﹤0.01%
9,107
+365
792
$433K ﹤0.01%
7,525
-500
793
$433K ﹤0.01%
4,529
+1,593
794
$432K ﹤0.01%
11,677
+549
795
$431K ﹤0.01%
+13,902
796
$430K ﹤0.01%
5,099
+919
797
$426K ﹤0.01%
7,689
798
$426K ﹤0.01%
15,974
-12,486
799
$424K ﹤0.01%
1,332
+184
800
$422K ﹤0.01%
4,547
-185
30 31
32
33 34