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
576
$502K 0.01%
6,684
-22,501
577
$502K 0.01%
13,689
+7,482
578
$499K 0.01%
2,865
+82
579
$497K 0.01%
14,684
+230
580
$497K 0.01%
1,534
+147
581
$497K 0.01%
15,699
+4,057
582
$495K 0.01%
2,745
+298
583
$494K 0.01%
13,290
584
$491K 0.01%
10,392
+98
585
$491K 0.01%
24,878
+3,459
586
$486K 0.01%
6,301
+967
587
$481K 0.01%
5,961
-5
588
$481K 0.01%
49
+1
589
$481K 0.01%
9,587
+91
590
$480K 0.01%
+6,783
591
$478K 0.01%
233
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592
$475K 0.01%
5,876
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593
$474K 0.01%
5,897
+1,692
594
$472K 0.01%
2,896
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595
$471K 0.01%
9,023
-1,174
596
$471K 0.01%
1,780
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597
$470K 0.01%
2,186
+104
598
$468K 0.01%
8,339
+278
599
$468K 0.01%
11,046
-47
600
$468K 0.01%
+22,151
22 23
24
25 26