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
926
$63.7K ﹤0.01%
20,431
+3,651
927
$62K ﹤0.01%
+50,000
928
$60.5K ﹤0.01%
42,593
929
$57.9K ﹤0.01%
+2,967
930
$55K ﹤0.01%
12,585
-158
931
$53K ﹤0.01%
+59,300
932
$48.5K ﹤0.01%
+17,032
933
$46.2K ﹤0.01%
1,687
+128
934
$46K ﹤0.01%
13,945
-1,995
935
$41.9K ﹤0.01%
+12,294
936
$39.4K ﹤0.01%
35,468
937
$33.3K ﹤0.01%
14,190
-9,468
938
$31.3K ﹤0.01%
12,949
939
$31.2K ﹤0.01%
+23,783
940
$27.5K ﹤0.01%
+27,500
941
$27.1K ﹤0.01%
+27,500
942
$23.5K ﹤0.01%
+10,470
943
$21.9K ﹤0.01%
10,000
944
$19.9K ﹤0.01%
10,000
945
$17K ﹤0.01%
10,000
946
$11.2K ﹤0.01%
+310,000
947
$10.2K ﹤0.01%
1,465
-122
948
$9.41K ﹤0.01%
+800
949
$4.2K ﹤0.01%
600
950
– –
-10,599
36 37
38
39 40