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
976
$281K ﹤0.01%
2,390
-270
977
$280K ﹤0.01%
2,398
+695
978
$279K ﹤0.01%
+30,814
979
$278K ﹤0.01%
3,804
+170
980
$277K ﹤0.01%
13,599
981
$276K ﹤0.01%
4,192
+367
982
$275K ﹤0.01%
+2,818
983
$274K ﹤0.01%
1,305
+310
984
$270K ﹤0.01%
5,878
+361
985
$269K ﹤0.01%
17,311
+546
986
$267K ﹤0.01%
12,578
+2,463
987
$266K ﹤0.01%
5,237
-79
988
$266K ﹤0.01%
4,514
-676
989
$265K ﹤0.01%
1,527
990
$265K ﹤0.01%
6,091
+684
991
$264K ﹤0.01%
8,570
+609
992
$264K ﹤0.01%
2,494
+114
993
$264K ﹤0.01%
+561
994
$263K ﹤0.01%
12,408
+188
995
$263K ﹤0.01%
2,034
+52
996
$261K ﹤0.01%
+3,322
997
$261K ﹤0.01%
13,713
+1,853
998
$261K ﹤0.01%
+1,191
999
$259K ﹤0.01%
+6,138
1000
$259K ﹤0.01%
+3,692
38 39
40
41 42