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
1001
$259K ﹤0.01%
+1,270
1002
$258K ﹤0.01%
+1,551
1003
$258K ﹤0.01%
3,841
+179
1004
$258K ﹤0.01%
2,329
-406
1005
$257K ﹤0.01%
9,749
+193
1006
$257K ﹤0.01%
4,220
+247
1007
$256K ﹤0.01%
+839
1008
$255K ﹤0.01%
7,704
+91
1009
$254K ﹤0.01%
6,968
+657
1010
$253K ﹤0.01%
4,392
-87
1011
$253K ﹤0.01%
4,491
1012
$252K ﹤0.01%
2,862
+157
1013
$251K ﹤0.01%
2,608
1014
$250K ﹤0.01%
24,450
+6,782
1015
$250K ﹤0.01%
7,799
-512
1016
$250K ﹤0.01%
+5,769
1017
$249K ﹤0.01%
+3,278
1018
$249K ﹤0.01%
+1,439
1019
$248K ﹤0.01%
16,922
+6,557
1020
$247K ﹤0.01%
206
1021
$247K ﹤0.01%
+3,316
1022
$245K ﹤0.01%
6,380
1023
$245K ﹤0.01%
+2,431
1024
$244K ﹤0.01%
+2,315
1025
$243K ﹤0.01%
19,782
+267
39 40
41
42 43