AB Tax-Managed Wealth Appreciation Strategy Advisor Class (ATWYX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
25.54
-0.05 (-0.20%)
At close: Apr 2, 2026
ATWYX Holdings Information
ATWYX is a mutual fund with a total of 107 individual holdings. The top holdings are AB International Strategic Equities Portfolio Class Z stock at 24.25%, NVIDIA at 5.06%, Microsoft at 4.27%, AB International Small Cap Portfolio Class Z at 3.87%, and Alphabet at 3.58%.
Total Holdings
107
Top 10 Percentage
54.21%
Asset Class
Equity
Fund Category
World Large-Stock Blend
Assets
964.00M
Forward PE Ratio
18.38
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | STEZX | AB International Strategic Equities Portfolio Class Z | 24.25% |
| 2 | NVDA | NVIDIA Corporation | 5.06% |
| 3 | MSFT | Microsoft Corporation | 4.27% |
| 4 | IRCZX | AB International Small Cap Portfolio Class Z | 3.87% |
| 5 | GOOG | Alphabet Inc. | 3.58% |
| 6 | ABSZX | AB Discovery Value Fund Class Z | 2.91% |
| 7 | AMZN | Amazon.com, Inc. | 2.79% |
| 8 | AAPL | Apple Inc. | 2.75% |
| 9 | META | Meta Platforms, Inc. | 2.42% |
| 10 | CHCZX | AB Discovery Growth Fund Class Z | 2.32% |
| 11 | EMOP | AB Emerging Markets Opportunities ETF | 2.25% |
| 12 | SCRZX | AB Small Cap Core Portfolio Class Z | 2.09% |
| 13 | AVGO | Broadcom Inc. | 1.90% |
| 14 | V | Visa Inc. | 1.73% |
| 15 | WMT | Walmart Inc. | 1.37% |
| 16 | GS | The Goldman Sachs Group, Inc. | 1.31% |
| 17 | WFC | Wells Fargo & Company | 1.29% |
| 18 | SCHW | The Charles Schwab Corporation | 1.19% |
| 19 | BAC | Bank of America Corporation | 1.16% |
| 20 | DIS | The Walt Disney Company | 1.04% |
| 21 | ETN | Eaton Corporation plc | 0.99% |
| 22 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 0.95% |
| 23 | TMO | Thermo Fisher Scientific Inc. | 0.94% |
| 24 | HD | The Home Depot, Inc. | 0.89% |
| 25 | UNH | UnitedHealth Group Incorporated | 0.83% |
As of Jan 31, 2026