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
851
$377K ﹤0.01%
5,185
+1,650
852
$377K ﹤0.01%
14,010
853
$377K ﹤0.01%
11,458
-1,142
854
$377K ﹤0.01%
+11,544
855
$377K ﹤0.01%
1,304
+95
856
$373K ﹤0.01%
13,378
-131
857
$373K ﹤0.01%
5,365
+1,130
858
$372K ﹤0.01%
2,108
+479
859
$371K ﹤0.01%
1,761
+786
860
$370K ﹤0.01%
1,200
+134
861
$370K ﹤0.01%
8,203
+118
862
$368K ﹤0.01%
8,880
+1,356
863
$367K ﹤0.01%
+5,961
864
$364K ﹤0.01%
3,687
+703
865
$363K ﹤0.01%
2,344
+179
866
$363K ﹤0.01%
3,257
+414
867
$359K ﹤0.01%
3,885
+853
868
$359K ﹤0.01%
32,120
+8,892
869
$358K ﹤0.01%
263,200
+25,800
870
$358K ﹤0.01%
2,647
+1,046
871
$357K ﹤0.01%
9,341
872
$357K ﹤0.01%
+10,752
873
$355K ﹤0.01%
37,515
+345
874
$355K ﹤0.01%
+1,061
875
$355K ﹤0.01%
5,747
-581
33 34
35
36 37