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

US Funds

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25.41 +0.02 +0.08%

27/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 876.26M

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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 %
Cash	0.94	0.94
Shares	98.57	98.57
Other	0.49	0.49

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.92	18.26
Price to Book	2.93	3.01
Price to Sales	2.27	2.24
Price to Cash Flow	11.72	12.20
Dividend Yield	2.07	2.19
5 Years Earnings Growth	9.70	10.23

Sector Allocation

Name	Net %	Category Average
Technology	25.99	22.46
Financial Services	17.29	16.80
Industrials	12.83	12.61
Communication Services	10.06	8.94
Healthcare	9.60	11.22
Consumer Cyclical	8.60	9.98
Consumer Defensive	5.88	7.68
Energy	3.21	3.95
Real Estate	2.30	2.34
Utilities	2.22	3.25
Basic Materials	2.03	4.01

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 97

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
AB International Strat Eqs Z	-	21.99	-	-
Microsoft	US5949181045	5.49	509.64	+0.57%
NVIDIA	US67066G1040	4.65	180.17	-0.79%
AB International Small Cap Z	-	3.77	-	-
AB Discovery Value Z	-	2.97	-	-
Meta Platforms	US30303M1027	2.77	751.11	+0.50%
Amazon.com	US0231351067	2.74	231.60	+1.08%
Apple	US0378331005	2.42	232.56	+0.90%
AB Discovery Growth Z	-	2.35	-	-
Alphabet C	US02079K1079	2.34	212.37	+2.00%

Top Equity Funds by AllianceBernstein

Name	Total Assets	YTD%	3Y%	10Y%
AB Large Cap Growth Advisor	14.61B	8.84	18.08	15.54
AB International Strat Eqs Adv	7.91B	24.00	15.74	-
AB Large Cap Growth Z	6.42B	8.83	18.14	15.63
AB Large Cap Growth A	5.12B	8.67	17.79	15.26
AB Diversified Municipal	5.1B	1.10	2.37	1.85

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