ATWAX
AB Tax-Managed Wealth Appreciation Strategy
AB PORTFOLIOS
Fund of funds

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
107
Top-10 weight
54.15%
Effective holdings ?
13
Crowding ?
1064.0

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Bernstein International Strategic Equities Portfolio 14,022,324 $262.36M 25.50%
2 NVIDIA CORP 258,635 $45.83M 4.46%
3 AB International Small Cap Portfolio 2,637,598 $41.20M 4.01%
4 MICROSOFT CORP 100,544 $39.49M 3.84%
5 ALPHABET INC CL C 107,312 $33.42M 3.25%
6 AB Discovery Value Fund 1,407,180 $30.62M 2.98%
7 APPLE INC 112,647 $29.76M 2.89%
8 AMAZON.COM INC 122,629 $25.75M 2.50%
9 AB Emerging Markets Opportunities ETF 508,425 $24.52M 2.38%
10 AB Discovery Growth Fund Inc 1,771,576 $23.15M 2.25%
11 META PLATFORMS INC CL A 34,189 $22.16M 2.15%
12 Bernstein Small Cap Core Portfolio 1,729,024 $21.37M 2.08%
13 BROADCOM INC 58,125 $18.57M 1.81%
14 VISA INC-CLASS A 54,512 $17.45M 1.70%
15 WELLS FARGO & CO 144,886 $11.80M 1.15%
16 GOLDMAN SACHS GROUP INC 13,562 $11.66M 1.13%
17 BANK OF AMERICA CORPORATION 220,137 $10.97M 1.07%
18 TAIWAN SEMIC MFG CO LTD SP ADR 29,080 $10.89M 1.06%
19 EATON CORP PLC 28,704 $10.79M 1.05%
20 GE VERNOVA LLC 11,491 $10.04M 0.98%
21 SCHWAB CHARLES CORP 102,987 $9.80M 0.95%
22 WALT DISNEY CO/T 90,455 $9.59M 0.93%
23 HOME DEPOT INC 24,189 $9.21M 0.90%
24 CSX CORP 194,685 $8.31M 0.81%
25 UNITEDHEALTH GRP 28,251 $8.29M 0.81%
26 THERMO FISHER SCIENTIFIC INC 15,828 $8.25M 0.80%
27 WALMART INC 63,526 $8.13M 0.79%
28 APPLIED MATERIALS INC 21,380 $7.96M 0.77%
29 AUTOZONE INC 2,119 $7.96M 0.77%
30 EOG RESOURCES INC 64,115 $7.96M 0.77%
31 PROGRESSIVE CORP OHIO 35,998 $7.69M 0.75%
32 AMERICAN ELECTRIC POWER CO INC 54,787 $7.33M 0.71%
33 RTX CORP 35,715 $7.24M 0.70%
34 COSTCO WHOLESALE CORP 7,114 $7.19M 0.70%
35 COCA-COLA CO/THE 87,708 $7.15M 0.70%
36 DEERE & CO 11,201 $7.05M 0.69%
37 CORTEVA INC 85,703 $6.87M 0.67%
38 T-MOBILE US INC 29,971 $6.51M 0.63%
39 ORACLE CORP 43,598 $6.34M 0.62%
40 VERTEX PHARMACEUTICALS INC 12,579 $6.25M 0.61%
41 S&P GLOBAL INC 13,931 $6.16M 0.60%
42 MERCK & CO 48,228 $5.97M 0.58%
43 NXP SEMICONDUCTORS NV 25,790 $5.85M 0.57%
44 IQVIA HOLDINGS INC 32,607 $5.83M 0.57%
45 TJX COS INC 34,944 $5.65M 0.55%
46 EXXON MOBIL CORP 36,080 $5.50M 0.53%
47 LINDE PLC 10,594 $5.38M 0.52%
48 DOLLAR TREE INC 40,030 $5.06M 0.49%
49 MEDTRONIC PLC 51,743 $5.05M 0.49%
50 AB Fixed Income Shares, Inc. - Government Money Market Portfolio 4,722,954 $4.72M 0.46%
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