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
176
$3.98M 0.04%
9,411
+486
177
$3.97M 0.04%
7,383
+5,020
178
$3.97M 0.04%
25,939
+1,352
179
$3.93M 0.04%
1,248
-43
180
$3.9M 0.04%
8,375
+360
181
$3.88M 0.04%
6,251
+699
182
$3.87M 0.04%
22,307
+5,195
183
$3.84M 0.04%
20,354
+1,706
184
$3.83M 0.04%
18,977
+674
185
$3.78M 0.04%
259,371
-114,353
186
$3.76M 0.04%
35,734
+1,368
187
$3.75M 0.04%
38,430
+5,707
188
$3.71M 0.04%
81,859
+601
189
$3.69M 0.04%
13,282
+1,573
190
$3.68M 0.04%
4,116
+590
191
$3.65M 0.04%
35,653
+587
192
$3.63M 0.04%
18,288
+13,139
193
$3.57M 0.04%
10,313
+1,224
194
$3.57M 0.04%
71,857
-1,464
195
$3.57M 0.04%
236,149
-148,446
196
$3.56M 0.04%
132,741
-33,951
197
$3.53M 0.04%
28,012
+2,736
198
$3.5M 0.04%
167,252
-12,069
199
$3.47M 0.04%
119,229
+5,196
200
$3.43M 0.04%
21,035
+641
6 7
8
9 10