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
826
$236K ﹤0.01%
4,695
-846
827
$236K ﹤0.01%
+1,809
828
$236K ﹤0.01%
12,736
-7
829
$233K ﹤0.01%
+7,026
830
$233K ﹤0.01%
2,024
+98
831
$233K ﹤0.01%
5,955
+1,038
832
$233K ﹤0.01%
4,331
+25
833
$232K ﹤0.01%
+494
834
$231K ﹤0.01%
+2,902
835
$231K ﹤0.01%
3,245
-258
836
$229K ﹤0.01%
+791
837
$228K ﹤0.01%
8,000
838
$227K ﹤0.01%
+5,533
839
$227K ﹤0.01%
+6,814
840
$226K ﹤0.01%
973
-249
841
$226K ﹤0.01%
+5,736
842
$226K ﹤0.01%
1,268
-71
843
$225K ﹤0.01%
3,629
-362
844
$225K ﹤0.01%
11,283
-120
845
$225K ﹤0.01%
6,947
-5,915
846
$225K ﹤0.01%
+3,782
847
$224K ﹤0.01%
5,353
848
$224K ﹤0.01%
6,376
-2,000
849
$224K ﹤0.01%
115,494
+403
850
$223K ﹤0.01%
+2,993
32 33
34
35 36