HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
1-Year Return
14.73%
This Quarter Return
+2.74%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$185M
AUM Growth
+$13.1M
(+7.6%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
5.6%
Top 10 Holdings %
Top 10 Hldgs %
40.78%
Holding
120
New
8
Increased
63
Reduced
37
Closed
4
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$970K |
| 2 |
Visa
V
|
$824K |
| 3 |
Salesforce
CRM
|
$643K |
| 4 |
Costco
COST
|
$622K |
| 5 |
Vanguard Growth ETF
VUG
|
$587K |
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$450K |
| 2 |
Vanguard Total Bond Market
BND
|
$416K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$343K |
| 4 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
$308K |
| 5 |
Invesco Preferred ETF
PGX
|
$260K |
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Communication Services | 2.65% |
| 3 | Consumer Discretionary | 2.49% |
| 4 | Financials | 2.28% |
| 5 | Healthcare | 1.2% |
