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
101
$9.02M 0.1%
153,463
+6
102
$9M 0.1%
152,534
-12,707
103
$8.91M 0.1%
42,916
+1,322
104
$8.68M 0.09%
39,284
-678
105
$8.44M 0.09%
184,510
+15,696
106
$8.39M 0.09%
26,689
-30
107
$8.34M 0.09%
65,021
+4,326
108
$8.3M 0.09%
14,152
+503
109
$8.16M 0.09%
21,372
+252
110
$8.15M 0.09%
15,670
+1,265
111
$7.94M 0.09%
30,162
+219
112
$7.9M 0.08%
12,771
+1,210
113
$7.88M 0.08%
306,044
+22,336
114
$7.88M 0.08%
126,673
-448
115
$7.71M 0.08%
98,753
+3,484
116
$7.7M 0.08%
44,134
-659
117
$7.68M 0.08%
123,269
+6,106
118
$7.6M 0.08%
65,937
+1,416
119
$7.5M 0.08%
28,042
+2,153
120
$7.45M 0.08%
103,917
-747
121
$7.37M 0.08%
70,973
-1,553
122
$7.3M 0.08%
54,081
-2,678
123
$7.29M 0.08%
65,190
+2,036
124
$7.28M 0.08%
31,305
-977
125
$7.24M 0.08%
32,063
+1,474
3 4
5
6 7