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
676
$373K ﹤0.01%
4,524
+1,314
677
$373K ﹤0.01%
3,020
+331
678
$372K ﹤0.01%
+7,012
679
$369K ﹤0.01%
2,535
+447
680
$368K ﹤0.01%
2,656
+210
681
$367K ﹤0.01%
19,377
-1,801
682
$367K ﹤0.01%
9,341
+615
683
$365K ﹤0.01%
198
+11
684
$364K ﹤0.01%
2,812
-180
685
$364K ﹤0.01%
+7,740
686
$363K ﹤0.01%
5,599
687
$363K ﹤0.01%
9,996
-4
688
$362K ﹤0.01%
7,399
+640
689
$360K ﹤0.01%
837
+95
690
$358K ﹤0.01%
2,744
-300
691
$357K ﹤0.01%
7,585
+1,503
692
$357K ﹤0.01%
918
-396
693
$357K ﹤0.01%
6,003
-680
694
$357K ﹤0.01%
+8,292
695
$357K ﹤0.01%
6,533
-223
696
$356K ﹤0.01%
1,971
+357
697
$355K ﹤0.01%
6,154
-12
698
$354K ﹤0.01%
2,754
+95
699
$349K ﹤0.01%
11,732
+3,396
700
$349K ﹤0.01%
+32,012
26 27
28
29 30