HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+6.06%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-1.6%)
Cap. Flow
-$7.9M
Cap. Flow
% of AUM
-6.58%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
118
New
7
Increased
20
Reduced
59
Closed
10
Top Buys
| 1 |
Vanguard Energy ETF
VDE
|
$223K |
| 2 |
iShares Core Moderate Allocation ETF
AOM
|
$223K |
| 3 |
Costco
COST
|
$221K |
| 4 |
McDonald's
MCD
|
$212K |
| 5 |
WisdomTree US MidCap Fund
EZM
|
$202K |
Top Sells
Sector Composition
| 1 | Technology | 6.36% |
| 2 | Financials | 2.19% |
| 3 | Healthcare | 2.19% |
| 4 | Communication Services | 2.14% |
| 5 | Consumer Discretionary | 2.06% |
