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
801
$258K ﹤0.01%
23,018
+1,899
802
$257K ﹤0.01%
715
-137
803
$257K ﹤0.01%
20,164
804
$257K ﹤0.01%
2,291
+206
805
$254K ﹤0.01%
13,160
+975
806
$253K ﹤0.01%
2,282
-542
807
$251K ﹤0.01%
9,556
808
$251K ﹤0.01%
+4,427
809
$250K ﹤0.01%
7,961
810
$248K ﹤0.01%
+2,536
811
$248K ﹤0.01%
1,022
+91
812
$248K ﹤0.01%
+2,528
813
$248K ﹤0.01%
+1,589
814
$247K ﹤0.01%
6,467
815
$247K ﹤0.01%
824
+122
816
$247K ﹤0.01%
+1,350
817
$247K ﹤0.01%
2,466
-35
818
$247K ﹤0.01%
+7,455
819
$245K ﹤0.01%
+7,072
820
$245K ﹤0.01%
4,536
+155
821
$244K ﹤0.01%
10,739
822
$243K ﹤0.01%
2,594
+239
823
$238K ﹤0.01%
3,345
+176
824
$237K ﹤0.01%
1,326
-77
825
$236K ﹤0.01%
2,372
-888
31 32
33
34 35