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
76
$14M 0.15%
165,252
+7,097
77
$13.6M 0.15%
42,086
+383
78
$12.9M 0.14%
90,514
-4,486
79
$12.5M 0.13%
130,115
+10,330
80
$12.3M 0.13%
78,617
+3,273
81
$11.8M 0.13%
73,236
-2,529
82
$11.7M 0.13%
48,322
-1,291
83
$11.4M 0.12%
41,041
-2,054
84
$11.3M 0.12%
54,855
+313
85
$11.3M 0.12%
270,974
-3,139
86
$11.3M 0.12%
99,047
+8,381
87
$11.1M 0.12%
279,991
-10,909
88
$10.8M 0.12%
43,717
+890
89
$10.7M 0.12%
76,849
-2,104
90
$9.97M 0.11%
107,495
-433
91
$9.79M 0.11%
185,322
-5,426
92
$9.72M 0.1%
19,687
+1,711
93
$9.66M 0.1%
32,442
+271
94
$9.63M 0.1%
47,984
-495
95
$9.58M 0.1%
31,700
+526
96
$9.46M 0.1%
47,975
+272
97
$9.41M 0.1%
132,620
+7,310
98
$9.35M 0.1%
72,882
+818
99
$9.19M 0.1%
331,941
+132
100
$9.1M 0.1%
31,556
+1,419
2 3
4
5 6