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
826
$396K ﹤0.01%
3,863
-2,502
827
$396K ﹤0.01%
10,084
+3,146
828
$395K ﹤0.01%
7,418
-868
829
$395K ﹤0.01%
4,036
+2,037
830
$393K ﹤0.01%
3,442
+967
831
$392K ﹤0.01%
1,784
+515
832
$392K ﹤0.01%
+12,608
833
$391K ﹤0.01%
13,645
+1,947
834
$388K ﹤0.01%
8,003
+3,316
835
$388K ﹤0.01%
6,752
+1,429
836
$388K ﹤0.01%
1,806
+380
837
$387K ﹤0.01%
1,171
+385
838
$386K ﹤0.01%
15,211
+1,866
839
$385K ﹤0.01%
3,995
+987
840
$384K ﹤0.01%
6,332
-480
841
$381K ﹤0.01%
4,912
+229
842
$381K ﹤0.01%
5,274
+501
843
$381K ﹤0.01%
+5,421
844
$379K ﹤0.01%
2,203
+663
845
$379K ﹤0.01%
9,250
+3,750
846
$379K ﹤0.01%
13,292
847
$379K ﹤0.01%
7,098
-232
848
$379K ﹤0.01%
3,698
+1,127
849
$378K ﹤0.01%
5,141
+782
850
$378K ﹤0.01%
1,031
+325
32 33
34
35 36