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
426
$863K 0.01%
16,255
-715
427
$859K 0.01%
11,072
+973
428
$858K 0.01%
2,913
-337
429
$857K 0.01%
5,460
+3,352
430
$857K 0.01%
22,574
+4,394
431
$855K 0.01%
3,875
+44
432
$851K 0.01%
13,720
+4
433
$849K 0.01%
5,919
+26
434
$838K 0.01%
20,194
-100
435
$824K 0.01%
23,064
+2,378
436
$811K 0.01%
+12,526
437
$806K 0.01%
3,007
+167
438
$801K 0.01%
8,666
439
$799K 0.01%
7,538
+8
440
$795K 0.01%
15,552
+1,196
441
$793K 0.01%
31,560
442
$781K 0.01%
12,534
+115
443
$776K 0.01%
3,235
-133
444
$767K 0.01%
3,390
+736
445
$765K 0.01%
8,466
-97
446
$759K 0.01%
1,936
-123
447
$758K 0.01%
6,090
+923
448
$758K 0.01%
9,897
+2,385
449
$754K 0.01%
6,740
450
$754K 0.01%
15,545
16 17
18
19 20