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
1151
$92.7K ﹤0.01%
10,646
-10,541
1152
$87.6K ﹤0.01%
+14,019
1153
$83.8K ﹤0.01%
26,701
+2,201
1154
$80.3K ﹤0.01%
+13,495
1155
$75.1K ﹤0.01%
13,759
-294
1156
$74.2K ﹤0.01%
24,571
-8,347
1157
$73.4K ﹤0.01%
11,481
-1,493
1158
$70.5K ﹤0.01%
40,763
+663
1159
$68.1K ﹤0.01%
+12,121
1160
$65.1K ﹤0.01%
111,700
+1,200
1161
$63.9K ﹤0.01%
+14,105
1162
$62.5K ﹤0.01%
+14,390
1163
$57.9K ﹤0.01%
+23,255
1164
$57.1K ﹤0.01%
52,400
-26,000
1165
$53.8K ﹤0.01%
5,274
+1,001
1166
$53.8K ﹤0.01%
13,715
+2,619
1167
$51.4K ﹤0.01%
46,700
+9,000
1168
$51K ﹤0.01%
+15,326
1169
$40.9K ﹤0.01%
19,109
+1,283
1170
$40.9K ﹤0.01%
32,710
-1,258
1171
$31K ﹤0.01%
10,471
+1
1172
$29.9K ﹤0.01%
+10,241
1173
$25.6K ﹤0.01%
11,469
-735
1174
$25K ﹤0.01%
+1,033
1175
$22K ﹤0.01%
10,000
45 46
47
48 49