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
451
$751K 0.01%
1,288
+138
452
$747K 0.01%
74,950
-74,950
453
$744K 0.01%
3,048
+317
454
$743K 0.01%
1,465
+255
455
$743K 0.01%
5,499
+590
456
$742K 0.01%
9,258
+489
457
$742K 0.01%
20,369
+3,011
458
$741K 0.01%
23,375
+11,676
459
$738K 0.01%
13,798
+483
460
$737K 0.01%
10,850
+197
461
$736K 0.01%
7,495
+982
462
$735K 0.01%
5,242
+739
463
$735K 0.01%
4,880
+655
464
$731K 0.01%
26,652
-5,054
465
$728K 0.01%
22,646
+1
466
$725K 0.01%
2,787
-28
467
$724K 0.01%
9,914
+2,383
468
$723K 0.01%
5,467
-66
469
$720K 0.01%
1,234
+285
470
$716K 0.01%
17,650
+1,140
471
$714K 0.01%
6,210
+516
472
$713K 0.01%
367
+50
473
$710K 0.01%
15,969
+248
474
$710K 0.01%
7,959
+1,065
475
$709K 0.01%
3,460
+280
17 18
19
20 21