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
851
$222K ﹤0.01%
+4,079
852
$222K ﹤0.01%
2,148
+85
853
$219K ﹤0.01%
+2,070
854
$218K ﹤0.01%
4,849
855
$217K ﹤0.01%
+2,328
856
$217K ﹤0.01%
2,209
-2,246
857
$216K ﹤0.01%
15,816
+4,988
858
$214K ﹤0.01%
+738
859
$213K ﹤0.01%
+2,457
860
$212K ﹤0.01%
+5,500
861
$211K ﹤0.01%
11,033
-1,792
862
$211K ﹤0.01%
+19,674
863
$210K ﹤0.01%
3,615
864
$210K ﹤0.01%
+2,377
865
$210K ﹤0.01%
1,097
-188
866
$209K ﹤0.01%
7,432
867
$208K ﹤0.01%
6,959
-1,192
868
$207K ﹤0.01%
+5,032
869
$206K ﹤0.01%
+3,408
870
$206K ﹤0.01%
10,474
+202
871
$206K ﹤0.01%
+6,653
872
$205K ﹤0.01%
3,594
-519
873
$205K ﹤0.01%
+5,486
874
$205K ﹤0.01%
4,689
-315
875
$205K ﹤0.01%
14,461
33 34
35
36 37