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
126
$7.05M 0.08%
25,775
+1,912
127
$7.02M 0.08%
138,147
-1,726
128
$7.01M 0.08%
42,018
+5,591
129
$7M 0.08%
37,874
+293
130
$6.99M 0.07%
11,952
+542
131
$6.87M 0.07%
41,895
+5,823
132
$6.82M 0.07%
75,762
-9,328
133
$6.58M 0.07%
24,044
+5,405
134
$6.53M 0.07%
53,767
+9,901
135
$6.49M 0.07%
23,432
136
$6.48M 0.07%
144,222
+16,412
137
$6.4M 0.07%
72,358
-3,368
138
$6.21M 0.07%
107,440
-7,707
139
$5.96M 0.06%
117,089
+4,814
140
$5.81M 0.06%
20,456
+1,884
141
$5.78M 0.06%
199,614
+10,611
142
$5.68M 0.06%
10,970
-753
143
$5.52M 0.06%
9,687
+9
144
$5.48M 0.06%
382,186
+263,701
145
$5.47M 0.06%
59,532
146
$5.46M 0.06%
31,970
+1,532
147
$5.45M 0.06%
21,919
+7,355
148
$5.43M 0.06%
73,721
+4,286
149
$5.29M 0.06%
50,770
+3,559
150
$5.24M 0.06%
66,582
-28,589
4 5
6
7 8