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
501
$644K 0.01%
4,786
+24
502
$644K 0.01%
9,860
+843
503
$640K 0.01%
24,764
-3,665
504
$638K 0.01%
5,859
+415
505
$636K 0.01%
9,774
-1,436
506
$631K 0.01%
6,721
+1,170
507
$625K 0.01%
3,113
-719
508
$624K 0.01%
15,198
+2,490
509
$624K 0.01%
+12,819
510
$622K 0.01%
10,695
+540
511
$620K 0.01%
10,819
+1,052
512
$619K 0.01%
5,598
-262
513
$618K 0.01%
25,246
+115
514
$617K 0.01%
+14,300
515
$613K 0.01%
2,457
+1,195
516
$609K 0.01%
+13,008
517
$608K 0.01%
36,302
+5,583
518
$605K 0.01%
19,189
-399
519
$604K 0.01%
15,449
-4,443
520
$603K 0.01%
2,697
+340
521
$602K 0.01%
5,749
+435
522
$598K 0.01%
15,873
+5
523
$596K 0.01%
16,985
+3,972
524
$593K 0.01%
7,881
-517
525
$593K 0.01%
10,899
19 20
21
22 23