HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
1-Year Return
14.73%
This Quarter Return
+7.86%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$198M
AUM Growth
+$18.4M
(+10%)
Cap. Flow
+$6.21M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
38.23%
Holding
125
New
10
Increased
54
Reduced
45
Closed
4
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.83M |
| 2 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$985K |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$885K |
| 4 |
VanEck BDC Income ETF
BIZD
|
+$358K |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
+$300K |
Top Sells
| 1 |
Salesforce
CRM
|
+$515K |
| 2 |
UnitedHealth
UNH
|
+$257K |
| 3 |
Chevron
CVX
|
+$217K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$205K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$202K |
Sector Composition
| 1 | Technology | 8.38% |
| 2 | Communication Services | 2.66% |
| 3 | Financials | 2.38% |
| 4 | Consumer Discretionary | 1.8% |
| 5 | Healthcare | 0.86% |
