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
26
$40.9M 0.44%
83,825
-948
27
$40.6M 0.44%
1,442,469
-57,408
28
$37.7M 0.4%
42,569
+1,109
29
$36.6M 0.39%
220,690
+20,962
30
$36.3M 0.39%
209,667
+4,351
31
$36.1M 0.39%
502,940
+12,852
32
$34.4M 0.37%
162,915
+2,686
33
$33.1M 0.35%
204,019
+10,749
34
$32.8M 0.35%
57,270
+7,465
35
$31.6M 0.34%
189,018
+21,652
36
$31.1M 0.33%
163,920
+7,006
37
$30.8M 0.33%
181,042
+4,664
38
$29.8M 0.32%
50,957
+1,387
39
$27.9M 0.3%
345,045
+4,823
40
$27.8M 0.3%
85,236
-380
41
$25.6M 0.27%
93,214
+2,060
42
$25.1M 0.27%
1,222,982
-61,990
43
$24.9M 0.27%
64,983
-1,484
44
$24.2M 0.26%
91,824
-2,593
45
$23.5M 0.25%
62,662
+3,987
46
$21.4M 0.23%
66,404
+922
47
$21.3M 0.23%
256,251
-4,843
48
$21.3M 0.23%
123,332
+23,992
49
$20.8M 0.22%
140,913
+1,084
50
$20.7M 0.22%
942,388
-29,992
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