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AB Tax-Managed Wealth Appreciation Strategy Advisor Class
ATWYX · NMFQS22.52
22.52
USD0.160.72%Sector weight
Sector
Equity %
Category Average
Technology
24.55%
23.80%
Financial Services
16.15%
14.97%
Healthcare
12.55%
11.39%
Industrials
11.44%
13.18%
Consumer Cyclical
9.99%
10.88%
Communication Services
9.22%
7.18%
Consumer Defensive
5.34%
5.75%
Energy
3.85%
3.95%
Basic Materials
3.03%
4.01%
Utilities
2.14%
3.17%
Government
2.14%
4.12%
Municipal
2.14%
0.61%
Corporate
2.14%
0.06%
Securitized
2.14%
5.88%
Cash and Equivalents
2.14%
69.72%
Derivative
2.14%
19.61%
Real Estate
1.74%
1.72%
World Regions
Region
Equity %
Category Average
North America
68.75%
67.50%
Europe Developed
10.20%
14.13%
Asia Emerging
5.27%
3.37%
Japan
5.16%
4.37%
Asia Developed
3.64%
3.72%
United Kingdom
3.17%
5.27%
Australasia
1.64%
0.67%
Africa/Middle East
1.20%
0.23%
Latin America
0.79%
0.65%
Europe Emerging
0.18%
0.09%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
127.46K USD
161.79K USD
170.85K USD
Giant
45.01%
50.60%
48.20%
Large
31.25%
22.36%
35.07%
Medium
15.47%
19.39%
16.23%
Small
5.74%
4.10%
0.23%
Micro
1.27%
0.32%
0.00%
Valuation and Growth
Growth Rates
ATWYX.US
Category Average
Price/Prospective Earnings
16.08%
18.05%
Price/Cash Flow
12.01%
12.32%
Price/Book
2.68%
2.90%
Dividend Yield
2.11%
2.01%
Price/Sales
1.99%
1.98%
Valuation Rates
ATWYX.US
Category Average
Long-Term Earnings
13.52%
11.07%
Cash-Flow Growth
10.34%
9.24%
Historical Earnings
9.29%
8.66%
Sales Growth
7.68%
9.15%
Book-Value Growth
1.86%
7.94%
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