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
901
$144K ﹤0.01%
35,582
902
$138K ﹤0.01%
10,329
+198
903
$138K ﹤0.01%
+14,258
904
$126K ﹤0.01%
10,504
905
$125K ﹤0.01%
33,500
+11,000
906
$119K ﹤0.01%
31,456
-525
907
$117K ﹤0.01%
+10,512
908
$115K ﹤0.01%
35,556
-7,780
909
$112K ﹤0.01%
21,869
+2,205
910
$107K ﹤0.01%
30,000
911
$106K ﹤0.01%
35,840
+11,840
912
$106K ﹤0.01%
12,500
913
$106K ﹤0.01%
16,100
-63,985
914
$102K ﹤0.01%
+10,474
915
$97.3K ﹤0.01%
11,422
-102
916
$95.3K ﹤0.01%
+11,659
917
$91.1K ﹤0.01%
10,167
-9,725
918
$90.8K ﹤0.01%
20,167
919
$89.6K ﹤0.01%
21,447
920
$89.2K ﹤0.01%
10,595
-14
921
$80K ﹤0.01%
+55,333
922
$73.3K ﹤0.01%
12,913
+424
923
$72.2K ﹤0.01%
+2,566
924
$67.7K ﹤0.01%
16,925
+426
925
$65.2K ﹤0.01%
+25,350
35 36
37
38 39