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
1076
$224K ﹤0.01%
2,693
+197
1077
$223K ﹤0.01%
+1,707
1078
$222K ﹤0.01%
2,445
+129
1079
$222K ﹤0.01%
10,434
+1,246
1080
$221K ﹤0.01%
7,432
1081
$220K ﹤0.01%
+1,439
1082
$219K ﹤0.01%
+2,391
1083
$218K ﹤0.01%
+10,517
1084
$217K ﹤0.01%
1,063
-378
1085
$216K ﹤0.01%
+5,579
1086
$215K ﹤0.01%
+3,230
1087
$214K ﹤0.01%
+2,179
1088
$214K ﹤0.01%
3,236
+311
1089
$213K ﹤0.01%
+699
1090
$213K ﹤0.01%
12,614
-2,396
1091
$212K ﹤0.01%
1,270
+56
1092
$211K ﹤0.01%
2,318
-1,181
1093
$211K ﹤0.01%
5,353
1094
$209K ﹤0.01%
4,406
+327
1095
$209K ﹤0.01%
18,231
+3,207
1096
$208K ﹤0.01%
+841
1097
$208K ﹤0.01%
+5,976
1098
$208K ﹤0.01%
+771
1099
$208K ﹤0.01%
+936
1100
$207K ﹤0.01%
+835
42 43
44
45 46