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
626
$435K ﹤0.01%
3,490
-1,797
627
$435K ﹤0.01%
4,530
+125
628
$435K ﹤0.01%
4,000
-4,000
629
$433K ﹤0.01%
5,258
+597
630
$433K ﹤0.01%
5,116
-4,555
631
$433K ﹤0.01%
4,075
+643
632
$432K ﹤0.01%
9,103
+279
633
$431K ﹤0.01%
1,144
-25
634
$431K ﹤0.01%
8,349
+987
635
$430K ﹤0.01%
6,995
-376
636
$429K ﹤0.01%
2,794
+178
637
$429K ﹤0.01%
16,542
-3,457
638
$426K ﹤0.01%
4,050
+492
639
$425K ﹤0.01%
1,152
+119
640
$423K ﹤0.01%
10,992
641
$422K ﹤0.01%
3,882
+535
642
$422K ﹤0.01%
16,660
-544
643
$417K ﹤0.01%
+8,219
644
$416K ﹤0.01%
3,873
-3
645
$413K ﹤0.01%
4,747
+517
646
$413K ﹤0.01%
12,645
-1,072
647
$413K ﹤0.01%
11,249
648
$412K ﹤0.01%
17,731
+332
649
$411K ﹤0.01%
8,641
-849
650
$410K ﹤0.01%
15,391
+769
24 25
26
27 28