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
251
$2.36M 0.03%
74,106
+54
252
$2.34M 0.03%
16,830
+19
253
$2.32M 0.02%
16,623
+658
254
$2.3M 0.02%
2,754
+658
255
$2.29M 0.02%
11,698
+3,670
256
$2.26M 0.02%
14,882
+917
257
$2.26M 0.02%
96,659
-1,490
258
$2.25M 0.02%
10,918
+280
259
$2.25M 0.02%
14,960
-5,524
260
$2.25M 0.02%
9,763
+1,858
261
$2.22M 0.02%
18,760
+2,845
262
$2.18M 0.02%
10,879
+280
263
$2.18M 0.02%
22,684
+3,344
264
$2.15M 0.02%
15,919
-2,174
265
$2.14M 0.02%
59,721
+3,225
266
$2.12M 0.02%
61,465
+781
267
$2.1M 0.02%
27,360
-2,460
268
$2.09M 0.02%
19,226
269
$2.07M 0.02%
21,258
+6,188
270
$2.07M 0.02%
1,968
+116
271
$2.07M 0.02%
34,591
-4,097
272
$2.06M 0.02%
13,659
+529
273
$2.06M 0.02%
15,176
+547
274
$1.97M 0.02%
18,964
+532
275
$1.95M 0.02%
9,032
-7
9 10
11
12 13