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
951
$297K ﹤0.01%
+7,000
952
$297K ﹤0.01%
+596
953
$296K ﹤0.01%
3,871
+195
954
$296K ﹤0.01%
1,906
+169
955
$294K ﹤0.01%
5,227
+1,624
956
$291K ﹤0.01%
3,245
+569
957
$291K ﹤0.01%
2,800
+418
958
$291K ﹤0.01%
8,605
+180
959
$290K ﹤0.01%
24,370
+6,407
960
$290K ﹤0.01%
14,499
961
$289K ﹤0.01%
6,405
+484
962
$289K ﹤0.01%
+2,872
963
$289K ﹤0.01%
13,464
+7
964
$289K ﹤0.01%
6,431
+431
965
$287K ﹤0.01%
3,248
+531
966
$286K ﹤0.01%
4,504
967
$286K ﹤0.01%
3,597
968
$286K ﹤0.01%
7,398
+2,002
969
$286K ﹤0.01%
+2,188
970
$285K ﹤0.01%
10,050
+3,000
971
$284K ﹤0.01%
1,852
-14,558
972
$283K ﹤0.01%
7,100
-618
973
$283K ﹤0.01%
18,329
+5,885
974
$283K ﹤0.01%
+6,155
975
$282K ﹤0.01%
9,656
+2,150
37 38
39
40 41