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
651
$409K ﹤0.01%
6,210
+561
652
$407K ﹤0.01%
11,176
+4,513
653
$406K ﹤0.01%
6,685
+1,284
654
$405K ﹤0.01%
3,380
+454
655
$402K ﹤0.01%
2,213
+98
656
$402K ﹤0.01%
3,667
-430
657
$398K ﹤0.01%
11,011
+1,316
658
$397K ﹤0.01%
5,035
+141
659
$395K ﹤0.01%
3,970
+1,381
660
$393K ﹤0.01%
4,089
+35
661
$393K ﹤0.01%
+56,658
662
$391K ﹤0.01%
3,902
+238
663
$390K ﹤0.01%
2,729
+520
664
$389K ﹤0.01%
3,088
+9
665
$389K ﹤0.01%
1,243
+180
666
$388K ﹤0.01%
10,063
+334
667
$387K ﹤0.01%
14,010
668
$383K ﹤0.01%
2,352
+258
669
$382K ﹤0.01%
10,674
+44
670
$381K ﹤0.01%
3,206
+621
671
$380K ﹤0.01%
32,699
+575
672
$379K ﹤0.01%
4,277
+119
673
$379K ﹤0.01%
6,320
+1,135
674
$376K ﹤0.01%
7,994
+50
675
$374K ﹤0.01%
3,812
25 26
27
28 29