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
551
$551K 0.01%
5,258
+212
552
$550K 0.01%
48,551
-210
553
$549K 0.01%
1,373
+143
554
$548K 0.01%
9,000
-130
555
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4,516
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2,179
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557
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8,109
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558
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559
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9,195
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560
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27,269
+1,695
561
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562
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50,659
+40,392
563
$533K 0.01%
5,853
-144
564
$531K 0.01%
4,701
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565
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3,923
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566
$523K 0.01%
26,048
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3,283
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11,677
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569
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9,821
570
$517K 0.01%
5,790
571
$513K 0.01%
4,361
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572
$512K 0.01%
6,285
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573
$512K 0.01%
80,813
-570
574
$509K 0.01%
2,914
575
$503K 0.01%
2,798
+239
21 22
23
24 25