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
151
$5.21M 0.06%
19,862
+216
152
$5.15M 0.06%
20,297
+2,802
153
$5.12M 0.06%
28,598
-2,053
154
$5.08M 0.05%
155,667
+72,659
155
$5.06M 0.05%
30,183
-51
156
$5.02M 0.05%
20,821
+284
157
$5.01M 0.05%
27,897
+831
158
$4.97M 0.05%
16,904
-18
159
$4.9M 0.05%
48,387
+6,259
160
$4.81M 0.05%
57,446
+12,522
161
$4.72M 0.05%
49,610
162
$4.68M 0.05%
9,807
+893
163
$4.64M 0.05%
13,993
+235
164
$4.59M 0.05%
9,270
+732
165
$4.56M 0.05%
26,800
+630
166
$4.5M 0.05%
117,457
167
$4.49M 0.05%
32,923
-3,791
168
$4.47M 0.05%
104,534
+8,298
169
$4.44M 0.05%
9,034
+2,263
170
$4.42M 0.05%
37,617
+7,275
171
$4.39M 0.05%
18,036
+51
172
$4.37M 0.05%
45,476
-4,070
173
$4.17M 0.04%
81,741
+9,500
174
$4.12M 0.04%
72,998
+4,892
175
$4.1M 0.04%
99,055
-11,616
5 6
7
8 9