HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-4.07%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+50%)
Cap. Flow
+$50.8M
Cap. Flow
% of AUM
35.97%
Top 10 Holdings %
Top 10 Hldgs %
41.59%
Holding
117
New
55
Increased
39
Reduced
15
Closed
3
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.27M |
| 2 |
Invesco Preferred ETF
PGX
|
$3.05M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$2.95M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$2.09M |
| 5 |
Apple
AAPL
|
$2.03M |
Top Sells
Sector Composition
| 1 | Technology | 4.43% |
| 2 | Consumer Discretionary | 1.87% |
| 3 | Financials | 1.69% |
| 4 | Healthcare | 1.68% |
| 5 | Communication Services | 1.5% |
