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
601
$467K 0.01%
16,060
+109
602
$464K 0.01%
2,920
+195
603
$462K 0.01%
2,118
-23
604
$461K ﹤0.01%
7,438
+460
605
$459K ﹤0.01%
3,684
606
$458K ﹤0.01%
6,069
-6
607
$456K ﹤0.01%
5,889
+238
608
$454K ﹤0.01%
11,121
+1,517
609
$453K ﹤0.01%
42,926
-12,977
610
$453K ﹤0.01%
24,518
+3,173
611
$451K ﹤0.01%
1,700
+86
612
$450K ﹤0.01%
2,142
+287
613
$449K ﹤0.01%
13,578
-1,646
614
$449K ﹤0.01%
5,080
+374
615
$449K ﹤0.01%
7,545
+1,287
616
$449K ﹤0.01%
844
+146
617
$446K ﹤0.01%
4,627
+248
618
$446K ﹤0.01%
2,502
+279
619
$445K ﹤0.01%
1,201
+343
620
$444K ﹤0.01%
54,950
+1,627
621
$442K ﹤0.01%
30,102
+1,171
622
$441K ﹤0.01%
3,074
+425
623
$438K ﹤0.01%
4,061
+197
624
$437K ﹤0.01%
4,224
-17
625
$437K ﹤0.01%
7,632
-728
23 24
25
26 27