HWM
HB Wealth Management Portfolio holdings
AUM
$12.5B
1-Year Est. Return
16.14%
1 Year Est. Return
+16.14%
AUM
$11.9B
AUM Growth
+$2.12B
(+22%)
Holding
1,247
Top Buys
| 1 | +$178M | |
| 2 | +$154M | |
| 3 | +$133M | |
| 4 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$111M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$111M |
Top Sells
| 1 | +$86.5M | |
| 2 | +$19.3M | |
| 3 | +$9.86M | |
| 4 |
Albemarle
ALB
|
+$6.79M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1226
UMB Financial
UMBF
$8.16B
| – | – |
-2,157
|
|
||
1227
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
| – | – |
-2,866
|
|
||
1228
Whirlpool
WHR
$4.04B
| – | – |
-1,627
|
|
||
|
ALTM
1229
DELISTED
Arcadium Lithium plc
ALTM
| – | – |
-25,164
|
|
||
|
MTTR
1230
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| – | – |
-20,280
|
|
||
|
OBDE
1231
DELISTED
Blue Owl Capital Corporation III
OBDE
| – | – |
-683,551
|
|