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
926
$312K ﹤0.01%
8,651
-43
927
$312K ﹤0.01%
9,886
+2,010
928
$311K ﹤0.01%
8,592
+1,721
929
$309K ﹤0.01%
6,508
+1,659
930
$309K ﹤0.01%
14,749
-4,479
931
$308K ﹤0.01%
+2,435
932
$308K ﹤0.01%
11,345
933
$307K ﹤0.01%
22,517
+9,756
934
$305K ﹤0.01%
7,444
+977
935
$304K ﹤0.01%
3,934
936
$303K ﹤0.01%
3,672
+590
937
$303K ﹤0.01%
3,232
-1,143
938
$303K ﹤0.01%
1,387
+201
939
$303K ﹤0.01%
+955
940
$303K ﹤0.01%
1,516
+728
941
$303K ﹤0.01%
+1,191
942
$302K ﹤0.01%
3,751
+649
943
$300K ﹤0.01%
+1,385
944
$300K ﹤0.01%
+4,644
945
$299K ﹤0.01%
15,269
+3,984
946
$299K ﹤0.01%
+3,926
947
$299K ﹤0.01%
+9,504
948
$299K ﹤0.01%
+4,973
949
$299K ﹤0.01%
1,694
+381
950
$298K ﹤0.01%
19,587
+9,971
36 37
38
39 40