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
876
$204K ﹤0.01%
8,522
-2,383
877
$203K ﹤0.01%
5,600
-50
878
$203K ﹤0.01%
+8,868
879
$202K ﹤0.01%
+1,274
880
$202K ﹤0.01%
+1,016
881
$202K ﹤0.01%
+4,805
882
$202K ﹤0.01%
13,731
-2,478
883
$202K ﹤0.01%
+940
884
$201K ﹤0.01%
6,929
-3,429
885
$201K ﹤0.01%
34,419
+21,133
886
$201K ﹤0.01%
8,227
+524
887
$201K ﹤0.01%
+1,207
888
$200K ﹤0.01%
11,790
889
$200K ﹤0.01%
25,427
+23,235
890
$197K ﹤0.01%
12,569
+617
891
$193K ﹤0.01%
10,995
+433
892
$191K ﹤0.01%
13,290
893
$182K ﹤0.01%
28,583
+265
894
$175K ﹤0.01%
+78,000
895
$174K ﹤0.01%
15,000
896
$173K ﹤0.01%
25,070
-5,000
897
$168K ﹤0.01%
13,299
+1,541
898
$165K ﹤0.01%
+14,670
899
$157K ﹤0.01%
11,898
900
$155K ﹤0.01%
13,613
-109
34 35
36
37 38