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
$9.31B
AUM Growth
+$751M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$25.1M
3
+$19.7M
4
NVDA icon
NVIDIA
NVDA
+$18M
5
ILOW
AB International Low Volatility Equity ETF
ILOW
+$14.2M

Top Sells

1
+$14.1M
2
+$9.73M
3
+$5.13M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$4.21M
5
NEU icon
NewMarket
NEU
+$2.74M

Sector Composition

1 Technology 8.65%
2 Consumer Discretionary 6.02%
3 Financials 3.6%
4 Healthcare 2.8%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.82M 0.03%
12,638
+467
227
$2.82M 0.03%
25,738
-3,226
228
$2.77M 0.03%
11,835
+401
229
$2.74M 0.03%
36,435
+5,980
230
$2.69M 0.03%
59,622
+22,628
231
$2.69M 0.03%
42,929
+1,284
232
$2.67M 0.03%
29,302
+274
233
$2.65M 0.03%
100,530
-11,167
234
$2.6M 0.03%
19,771
+1,013
235
$2.57M 0.03%
53,745
+364
236
$2.55M 0.03%
5,663
+416
237
$2.55M 0.03%
31,629
+1,678
238
$2.51M 0.03%
32,262
+2,102
239
$2.5M 0.03%
20,947
-702
240
$2.49M 0.03%
3,938
+351
241
$2.48M 0.03%
10,115
+100
242
$2.47M 0.03%
19,965
+278
243
$2.47M 0.03%
29,613
+101
244
$2.45M 0.03%
178,232
-124,766
245
$2.43M 0.03%
151,692
+73,322
246
$2.43M 0.03%
107,383
+1,181
247
$2.42M 0.03%
17,833
+270
248
$2.38M 0.03%
36,124
-3,788
249
$2.38M 0.03%
2,941
+228
250
$2.38M 0.03%
28,360
+5,342
8 9
10
11 12