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
326
$1.43M 0.02%
20,213
+592
327
$1.43M 0.02%
3,034
+81
328
$1.41M 0.02%
6,165
+3,921
329
$1.41M 0.02%
2,964
+140
330
$1.4M 0.02%
+133,304
331
$1.38M 0.01%
5,403
+760
332
$1.37M 0.01%
6,674
+298
333
$1.36M 0.01%
17,352
334
$1.36M 0.01%
5,908
+1,815
335
$1.35M 0.01%
8,667
+3,516
336
$1.35M 0.01%
20,706
+6,946
337
$1.33M 0.01%
20,601
338
$1.32M 0.01%
9,853
+784
339
$1.31M 0.01%
7,374
+475
340
$1.31M 0.01%
36,860
+3,432
341
$1.31M 0.01%
5,251
+199
342
$1.3M 0.01%
16,698
+612
343
$1.3M 0.01%
4,712
+493
344
$1.27M 0.01%
25,418
+1,159
345
$1.27M 0.01%
15,137
+2,564
346
$1.26M 0.01%
5,711
+218
347
$1.25M 0.01%
6,961
-25
348
$1.25M 0.01%
3,662
349
$1.24M 0.01%
10,475
+647
350
$1.21M 0.01%
8,176
+1,301
12 13
14
15 16