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
State Street Energy Select Sector SPDR ETF
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
1051
$232K ﹤0.01%
+9,194
1052
$232K ﹤0.01%
12,089
+1,413
1053
$232K ﹤0.01%
+664
1054
$231K ﹤0.01%
2,942
+241
1055
$230K ﹤0.01%
1,899
+596
1056
$230K ﹤0.01%
+4,196
1057
$230K ﹤0.01%
11,247
+2,519
1058
$229K ﹤0.01%
4,524
1059
$229K ﹤0.01%
+5,816
1060
$228K ﹤0.01%
+6,848
1061
$227K ﹤0.01%
+10,459
1062
$227K ﹤0.01%
18,288
+2,997
1063
$227K ﹤0.01%
2,329
1064
$227K ﹤0.01%
+6,909
1065
$227K ﹤0.01%
+4,693
1066
$226K ﹤0.01%
+1,385
1067
$226K ﹤0.01%
+1,720
1068
$226K ﹤0.01%
8,293
+716
1069
$225K ﹤0.01%
+2,207
1070
$225K ﹤0.01%
+7,943
1071
$225K ﹤0.01%
5,955
+932
1072
$224K ﹤0.01%
+8,986
1073
$224K ﹤0.01%
3,303
+63
1074
$224K ﹤0.01%
58,645
+20,162
1075
$224K ﹤0.01%
+4,116
41 42
43
44 45