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
351
$1.21M 0.01%
58,739
+26,461
352
$1.21M 0.01%
37,143
+19,171
353
$1.2M 0.01%
6,595
-220
354
$1.18M 0.01%
40,440
-2,502
355
$1.17M 0.01%
16,101
+212
356
$1.17M 0.01%
8,930
+1,810
357
$1.17M 0.01%
+44,377
358
$1.16M 0.01%
52,376
+3,465
359
$1.15M 0.01%
+22,420
360
$1.15M 0.01%
5,648
-110
361
$1.14M 0.01%
4,203
+68
362
$1.13M 0.01%
2,228
+167
363
$1.12M 0.01%
17,767
-3,350
364
$1.12M 0.01%
3,526
-230
365
$1.11M 0.01%
16,876
+454
366
$1.11M 0.01%
9,337
+2,702
367
$1.11M 0.01%
12,601
-189
368
$1.1M 0.01%
8,629
+1,429
369
$1.1M 0.01%
24,733
+533
370
$1.1M 0.01%
6,781
+428
371
$1.1M 0.01%
1,186
+250
372
$1.1M 0.01%
13,285
+1,431
373
$1.09M 0.01%
4,234
+1,569
374
$1.09M 0.01%
13,080
+1,622
375
$1.08M 0.01%
10,157
-11,012
13 14
15
16 17