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
526
$592K 0.01%
+21,363
527
$591K 0.01%
+9,594
528
$590K 0.01%
1,852
+157
529
$589K 0.01%
16,140
+332
530
$588K 0.01%
19,990
-5,347
531
$588K 0.01%
20,688
+384
532
$588K 0.01%
5,688
+164
533
$584K 0.01%
3,993
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534
$580K 0.01%
7,987
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535
$579K 0.01%
18,450
-4,797
536
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11,431
-236
537
$578K 0.01%
3,379
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538
$573K 0.01%
4,589
+504
539
$573K 0.01%
2,111
-341
540
$572K 0.01%
10,466
-907
541
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2,969
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542
$569K 0.01%
5,168
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543
$567K 0.01%
36,535
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3,289
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545
$566K 0.01%
5,126
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546
$566K 0.01%
27,535
+3,360
547
$564K 0.01%
29,987
+11,827
548
$559K 0.01%
5,086
+2,494
549
$558K 0.01%
10,916
550
$557K 0.01%
5,960
+2
20 21
22
23 24