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
301
$1.63M 0.02%
11,215
-70
302
$1.62M 0.02%
17,763
+688
303
$1.61M 0.02%
15,518
+5,030
304
$1.59M 0.02%
12,583
+1,811
305
$1.57M 0.02%
3,109
+61
306
$1.54M 0.02%
12,511
+1,108
307
$1.53M 0.02%
23,547
+2,432
308
$1.53M 0.02%
15,779
-205
309
$1.53M 0.02%
19,889
-883
310
$1.52M 0.02%
10,161
+562
311
$1.52M 0.02%
40,891
+9,358
312
$1.52M 0.02%
10,871
-1,623
313
$1.51M 0.02%
18,005
-380
314
$1.5M 0.02%
73,059
-14,813
315
$1.49M 0.02%
10,634
+1,898
316
$1.49M 0.02%
16,535
-1,493
317
$1.48M 0.02%
9,708
-2,942
318
$1.47M 0.02%
5,766
+275
319
$1.46M 0.02%
7,628
+166
320
$1.46M 0.02%
5,623
+156
321
$1.45M 0.02%
18,049
-211
322
$1.45M 0.02%
1,630
+248
323
$1.45M 0.02%
1,391
+177
324
$1.44M 0.02%
18,474
+104
325
$1.44M 0.02%
5,231
+857
11 12
13
14 15