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
51
$19.8M 0.21%
95,618
+6,550
52
$19.4M 0.21%
165,415
+6,343
53
$19.1M 0.2%
34,547
-4,957
54
$18.9M 0.2%
95,902
+2,119
55
$18M 0.19%
59,157
+101
56
$18M 0.19%
26
+1
57
$17.8M 0.19%
151,660
+21,882
58
$17.2M 0.18%
141,650
+298
59
$17.1M 0.18%
100,430
+639
60
$16.8M 0.18%
316,471
+20,503
61
$16.8M 0.18%
147,771
+3,942
62
$16.8M 0.18%
18,901
+1,071
63
$16.5M 0.18%
141,176
+60,698
64
$16.3M 0.17%
78,697
+443
65
$16.1M 0.17%
166,909
+416
66
$16M 0.17%
67,567
-2,828
67
$15.6M 0.17%
57,563
+1,415
68
$15.2M 0.16%
168,875
+2,339
69
$15.1M 0.16%
181,095
+3,226
70
$15.1M 0.16%
207,587
-30,081
71
$15.1M 0.16%
68,154
-1,151
72
$14.4M 0.16%
230,433
-12,505
73
$14.3M 0.15%
36,510
-1,163
74
$14.2M 0.15%
+389,041
75
$14.1M 0.15%
51,993
+5,937
1 2
3
4 5