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
751
$300K ﹤0.01%
13,018
+258
752
$299K ﹤0.01%
+3,422
753
$299K ﹤0.01%
12,198
-358
754
$299K ﹤0.01%
2,018
-228
755
$298K ﹤0.01%
3,123
+5
756
$298K ﹤0.01%
7,330
-1,481
757
$297K ﹤0.01%
2,941
+682
758
$296K ﹤0.01%
6,508
-2,155
759
$296K ﹤0.01%
+7,507
760
$295K ﹤0.01%
12,745
-7,419
761
$293K ﹤0.01%
+108,600
762
$292K ﹤0.01%
2,643
-578
763
$291K ﹤0.01%
+482
764
$291K ﹤0.01%
3,500
-1,185
765
$291K ﹤0.01%
2,276
+368
766
$290K ﹤0.01%
676
+102
767
$288K ﹤0.01%
192
+18
768
$286K ﹤0.01%
4,683
-116
769
$286K ﹤0.01%
3,600
+73
770
$286K ﹤0.01%
+2,528
771
$282K ﹤0.01%
+3,151
772
$281K ﹤0.01%
1,792
+279
773
$280K ﹤0.01%
+1,102
774
$279K ﹤0.01%
2,046
+55
775
$278K ﹤0.01%
+3,369
29 30
31
32 33