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
201
$3.38M 0.04%
6,829
-947
202
$3.34M 0.04%
9,255
+507
203
$3.31M 0.04%
141,084
-15,738
204
$3.29M 0.04%
76,798
+1,066
205
$3.28M 0.04%
11,610
-488
206
$3.24M 0.03%
24,564
+2
207
$3.23M 0.03%
62,519
-11,974
208
$3.23M 0.03%
766
+50
209
$3.22M 0.03%
32,615
+2,147
210
$3.21M 0.03%
43,518
+1,416
211
$3.21M 0.03%
4,145
+661
212
$3.2M 0.03%
31,159
+2,179
213
$3.18M 0.03%
20,663
+684
214
$3.18M 0.03%
6,151
+675
215
$3.17M 0.03%
63,667
216
$3.13M 0.03%
5,925
+1,211
217
$3.12M 0.03%
35,410
+225
218
$3.06M 0.03%
47,145
+14,085
219
$3M 0.03%
7,185
+399
220
$2.96M 0.03%
64,485
+1,997
221
$2.91M 0.03%
48,835
+535
222
$2.88M 0.03%
45,000
223
$2.86M 0.03%
14,251
+311
224
$2.84M 0.03%
20,755
+40
225
$2.84M 0.03%
36,178
-1,649
7 8
9
10 11