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
276
$1.94M 0.02%
41,671
-18,248
277
$1.94M 0.02%
10,144
+531
278
$1.94M 0.02%
4,978
+434
279
$1.93M 0.02%
16,247
+2,185
280
$1.91M 0.02%
33,278
-30,068
281
$1.89M 0.02%
9,954
+359
282
$1.89M 0.02%
3,388
+260
283
$1.88M 0.02%
228,396
+15,964
284
$1.88M 0.02%
15,640
285
$1.86M 0.02%
13,084
+982
286
$1.85M 0.02%
4,554
+281
287
$1.82M 0.02%
6,492
+3,401
288
$1.82M 0.02%
5,246
-518
289
$1.81M 0.02%
29,695
+1,147
290
$1.81M 0.02%
15,097
+874
291
$1.8M 0.02%
88,044
+1,395
292
$1.8M 0.02%
31,132
+705
293
$1.79M 0.02%
23,110
+1,156
294
$1.79M 0.02%
31,020
+241
295
$1.76M 0.02%
7,206
-278
296
$1.74M 0.02%
7,333
+1,239
297
$1.73M 0.02%
10,648
-250
298
$1.71M 0.02%
34,277
-84,292
299
$1.7M 0.02%
37,241
+2,356
300
$1.67M 0.02%
19,884
+4,921
10 11
12
13 14