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
876
$353K ﹤0.01%
+3,578
877
$352K ﹤0.01%
2,372
+22
878
$351K ﹤0.01%
3,728
+1,414
879
$350K ﹤0.01%
25,000
+5,000
880
$350K ﹤0.01%
4,119
+617
881
$350K ﹤0.01%
11,237
-1,133
882
$350K ﹤0.01%
4,016
+326
883
$349K ﹤0.01%
+6,072
884
$349K ﹤0.01%
5,760
885
$349K ﹤0.01%
+3,094
886
$348K ﹤0.01%
9,908
887
$348K ﹤0.01%
+2,693
888
$347K ﹤0.01%
3,839
+672
889
$346K ﹤0.01%
3,490
+1,062
890
$346K ﹤0.01%
+6,724
891
$343K ﹤0.01%
12,250
892
$342K ﹤0.01%
20,097
+417
893
$342K ﹤0.01%
5,941
+319
894
$340K ﹤0.01%
10,225
+4,321
895
$339K ﹤0.01%
+2,214
896
$339K ﹤0.01%
+3,346
897
$337K ﹤0.01%
8,336
-1,438
898
$334K ﹤0.01%
21,767
+11,416
899
$333K ﹤0.01%
+13,658
900
$331K ﹤0.01%
3,770
+566
34 35
36
37 38