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
376
$1.08M 0.01%
15,022
-275
377
$1.08M 0.01%
4,034
-89
378
$1.07M 0.01%
37,975
379
$1.07M 0.01%
20,359
-787
380
$1.06M 0.01%
8,014
-914
381
$1.06M 0.01%
2,913
+216
382
$1.06M 0.01%
55,807
383
$1.05M 0.01%
25,115
+3,300
384
$1.05M 0.01%
6,607
+265
385
$1.05M 0.01%
37,135
-10,605
386
$1.04M 0.01%
25,631
387
$1.03M 0.01%
15,271
+1,093
388
$1.02M 0.01%
15,548
389
$1.02M 0.01%
14,170
-76
390
$1.02M 0.01%
27,342
+2,804
391
$1.01M 0.01%
3,729
+304
392
$1M 0.01%
8,190
-73
393
$994K 0.01%
3,069
+239
394
$988K 0.01%
12,880
-5
395
$982K 0.01%
11,944
-250
396
$982K 0.01%
3,292
+190
397
$980K 0.01%
13,643
+795
398
$972K 0.01%
25,921
+344
399
$970K 0.01%
13,240
+423
400
$967K 0.01%
677
+36
14 15
16
17 18