AB Tax-Managed Wealth Appreciation Strategy

AB Tax-Managed Wealth Appreciation Strategy is a registered fund series of AB PORTFOLIOS (series S000010515). Net assets $1.1B as of 2026-05-31.

Profile

Advisers

Top holdings (107 reported)

Showing 15 of 107 holdings by value.

HoldingTickerValue% of fund
Bernstein International Strategic Equities Portfolio$258.7M2386.78%
NVIDIA Corp$54.6M503.80%
Microsoft Corp$45.3M417.64%
AB International Small Cap Portfolio$41.5M382.60%
Alphabet Inc$40.4M372.68%
Apple Inc$36.3M335.02%
Amazon.com Inc$33.4M308.37%
AB Discovery Value Fund$32.1M295.74%
Broadcom Inc$26.4M243.46%
AB Discovery Growth Fund Inc$25.3M233.10%
AB Emerging Markets Opportunities ETF$24.4M225.28%
Bernstein Small Cap Core Portfolio$23.3M215.19%
Meta Platforms Inc$21.0M193.87%
Visa Inc$17.8M164.13%
Eaton Corp PLC$11.5M106.09%

Net asset history

Report dateNet assets
2026-05-31$1.1B
2026-02-28$1.0B
2025-11-30$976.7M
2025-08-31$936.1M
2025-05-31$864.4M
2025-02-28$864.0M
2024-11-30$879.3M
2024-08-31$857.1M

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