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
701
$348K ﹤0.01%
1,497
+146
702
$348K ﹤0.01%
9,908
703
$348K ﹤0.01%
6,602
-21
704
$347K ﹤0.01%
4,138
+11
705
$347K ﹤0.01%
+2,927
706
$346K ﹤0.01%
3,353
-8
707
$346K ﹤0.01%
3,089
+877
708
$344K ﹤0.01%
5,580
+124
709
$342K ﹤0.01%
6,808
+199
710
$341K ﹤0.01%
17,285
-2,224
711
$340K ﹤0.01%
14,320
+416
712
$339K ﹤0.01%
11,467
+374
713
$338K ﹤0.01%
3,452
+373
714
$337K ﹤0.01%
8,597
-5,857
715
$335K ﹤0.01%
+1,390
716
$333K ﹤0.01%
8,315
+3,665
717
$329K ﹤0.01%
3,827
+783
718
$329K ﹤0.01%
11,315
-4,127
719
$329K ﹤0.01%
13,292
720
$329K ﹤0.01%
11,092
+4,038
721
$328K ﹤0.01%
3,235
+392
722
$327K ﹤0.01%
5,760
723
$326K ﹤0.01%
5,087
+1,048
724
$326K ﹤0.01%
3,298
+163
725
$325K ﹤0.01%
2,280
+316
27 28
29
30 31