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
776
$275K ﹤0.01%
5,632
+145
777
$275K ﹤0.01%
7,013
+859
778
$274K ﹤0.01%
2,858
-24
779
$274K ﹤0.01%
5,787
+29
780
$273K ﹤0.01%
16,509
+192
781
$272K ﹤0.01%
1,206
+71
782
$271K ﹤0.01%
3,447
+122
783
$268K ﹤0.01%
45,208
784
$267K ﹤0.01%
1,376
-607
785
$267K ﹤0.01%
13,599
786
$266K ﹤0.01%
3,181
+287
787
$266K ﹤0.01%
3,930
788
$266K ﹤0.01%
5,888
+9
789
$265K ﹤0.01%
2,949
-37
790
$264K ﹤0.01%
8,319
791
$264K ﹤0.01%
206
792
$263K ﹤0.01%
+1,741
793
$263K ﹤0.01%
34,413
+1,197
794
$262K ﹤0.01%
7,156
-49
795
$261K ﹤0.01%
2,395
+118
796
$261K ﹤0.01%
14,999
+400
797
$260K ﹤0.01%
4,757
798
$260K ﹤0.01%
10,131
799
$259K ﹤0.01%
2,348
-177
800
$258K ﹤0.01%
7,947
+51
30 31
32
33 34