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
726
$325K ﹤0.01%
2,471
+827
727
$323K ﹤0.01%
9,357
728
$322K ﹤0.01%
20,000
729
$321K ﹤0.01%
4,066
+760
730
$321K ﹤0.01%
13,691
+1,866
731
$320K ﹤0.01%
2,727
732
$317K ﹤0.01%
+1,879
733
$316K ﹤0.01%
3,597
734
$316K ﹤0.01%
1,661
-1,316
735
$315K ﹤0.01%
6,324
+106
736
$314K ﹤0.01%
7,084
-144
737
$313K ﹤0.01%
4,722
-121
738
$313K ﹤0.01%
5,323
739
$313K ﹤0.01%
3,575
-1,660
740
$311K ﹤0.01%
5,488
-140
741
$311K ﹤0.01%
24,273
+1,150
742
$310K ﹤0.01%
2,562
+696
743
$310K ﹤0.01%
+6,570
744
$308K ﹤0.01%
+7,398
745
$308K ﹤0.01%
+8,555
746
$306K ﹤0.01%
6,020
-297
747
$306K ﹤0.01%
2,252
-420
748
$305K ﹤0.01%
11,345
749
$305K ﹤0.01%
4,685
750
$304K ﹤0.01%
+2,213
28 29
30
31 32