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
901
$331K ﹤0.01%
280
+68
902
$331K ﹤0.01%
+1,679
903
$330K ﹤0.01%
2,409
+820
904
$330K ﹤0.01%
+2,092
905
$329K ﹤0.01%
3,400
-1,084
906
$329K ﹤0.01%
7,134
+556
907
$326K ﹤0.01%
6,376
908
$325K ﹤0.01%
+3,574
909
$323K ﹤0.01%
21,689
+3,575
910
$322K ﹤0.01%
9,357
911
$322K ﹤0.01%
7,909
+1,661
912
$321K ﹤0.01%
36,807
-2,626
913
$320K ﹤0.01%
1,588
+201
914
$320K ﹤0.01%
4,029
+421
915
$319K ﹤0.01%
+11,179
916
$319K ﹤0.01%
5,344
-255
917
$318K ﹤0.01%
2,229
+629
918
$318K ﹤0.01%
5,226
+541
919
$317K ﹤0.01%
5,918
+527
920
$317K ﹤0.01%
10,959
+1,376
921
$315K ﹤0.01%
3,604
+192
922
$315K ﹤0.01%
4,404
+1,504
923
$315K ﹤0.01%
+956
924
$314K ﹤0.01%
5,107
+422
925
$314K ﹤0.01%
+6,297
35 36
37
38 39