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
401
$956K 0.01%
5,566
+675
402
$953K 0.01%
1,077
-23
403
$953K 0.01%
7,866
+446
404
$953K 0.01%
4,232
-30
405
$951K 0.01%
4,013
+42
406
$942K 0.01%
5,188
+781
407
$929K 0.01%
592
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408
$928K 0.01%
3,297
+515
409
$924K 0.01%
9,071
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410
$920K 0.01%
38,475
+11,079
411
$917K 0.01%
25,380
+141
412
$913K 0.01%
11,370
-422
413
$903K 0.01%
26,321
+9,373
414
$900K 0.01%
13,231
+2,130
415
$896K 0.01%
19,980
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416
$895K 0.01%
17,370
-2,363
417
$893K 0.01%
27,475
+501
418
$888K 0.01%
17,560
-278
419
$888K 0.01%
37,863
420
$885K 0.01%
7,908
+426
421
$880K 0.01%
8,030
+445
422
$879K 0.01%
14,841
+1,268
423
$872K 0.01%
5,888
+594
424
$869K 0.01%
8,344
+965
425
$868K 0.01%
5,133
+513
15 16
17
18 19