HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+6.59%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.8%
Holding
551
New
551
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$8.07M |
| 2 |
Vanguard Growth ETF
VUG
|
$6.03M |
| 3 |
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
|
$5.37M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$4.99M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
$4.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.21% |
| 2 | Financials | 3.36% |
| 3 | Communication Services | 3.23% |
| 4 | Healthcare | 2.58% |
| 5 | Consumer Discretionary | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Garrett Motion
GTX
$2.61B
| $0 | ﹤0.01% |
+5
| New | – |
|