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
476
$700K 0.01%
7,296
-1,001
477
$695K 0.01%
27,444
-3,753
478
$682K 0.01%
8,813
+84
479
$679K 0.01%
8,085
480
$677K 0.01%
5,772
481
$675K 0.01%
21,529
-109
482
$673K 0.01%
4,976
+26
483
$671K 0.01%
4,088
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484
$671K 0.01%
23,724
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485
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6,366
+2,244
486
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5,261
+323
487
$665K 0.01%
11,049
+88
488
$665K 0.01%
4,082
+197
489
$663K 0.01%
13,826
+417
490
$663K 0.01%
3,768
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491
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10,262
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6,365
493
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8,339
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494
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3,398
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495
$658K 0.01%
10,382
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496
$653K 0.01%
89,580
497
$652K 0.01%
2,828
+60
498
$648K 0.01%
12,831
+941
499
$645K 0.01%
3,047
-195
500
$644K 0.01%
11,584
18 19
20
21 22