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Ab Tax-managed Wealth Appreciation Strategy Advisor Class (ATWYX)

US Funds

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23.54 +0.20 +0.86%

06/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 836.63M

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ATWYX Holdings

Comprehensive information about top holdings and Key Holding Information for the AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) fund. Our AB Tax-Managed Wealth Apprec Strat Adv portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.40	1.41	0.01
Shares	98.09	98.09	0.00
Other	0.51	0.54	0.03

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.79	17.39
Price to Book	2.71	2.90
Price to Sales	2.05	2.17
Price to Cash Flow	10.97	11.78
Dividend Yield	2.04	2.24
5 Years Earnings Growth	10.78	10.95

Sector Allocation

Name	Net %	Category Average
Technology	23.21	21.44
Financial Services	17.22	16.98
Healthcare	12.01	12.15
Industrials	11.06	12.22
Consumer Cyclical	9.83	10.01
Communication Services	9.65	8.66
Consumer Defensive	5.79	7.87
Energy	3.65	4.21
Basic Materials	2.76	4.18
Real Estate	2.50	2.34
Utilities	2.32	3.04

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 100

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
AB International Strat Eqs Z	-	22.39	-	-
Microsoft	US5949181045	4.60	470.38	+0.58%
AB International Small Cap Z	-	3.75	-	-
NVIDIA	US67066G1040	3.50	141.72	+1.24%
AB Discovery Value Z	-	3.18	-	-
Apple	US0378331005	2.91	203.92	+1.64%
Amazon.com	US0231351067	2.67	213.57	+2.72%
Visa A	US92826C8394	2.52	370.22	+0.94%
Meta Platforms	US30303M1027	2.32	697.71	+1.91%
AB Discovery Growth Z	-	2.29	-	-

Top Equity Funds by AllianceBernstein

Name	Total Assets	YTD%	3Y%	10Y%
AB Large Cap Growth Advisor	14.65B	-6.56	13.04	14.41
AB International Strat Eqs Adv	7.55B	18.10	11.44	-
AB Large Cap Growth Z	6.23B	1.29	16.84	-
AB Intermediate Diversified Muni A	4.66B	0.09	2.47	1.54
AB Intermediate Diversified Muni Ad	4.66B	0.31	2.42	-

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