HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+5.89%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+35%)
Cap. Flow
+$36.9M
Cap. Flow
% of AUM
21.45%
Top 10 Holdings %
Top 10 Hldgs %
41.15%
Holding
114
New
21
Increased
47
Reduced
36
Closed
2
Top Buys
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$624K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$270K |
| 3 |
M&T Bank
MTB
|
$210K |
| 4 |
Chevron
CVX
|
$203K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$145K |
Sector Composition
| 1 | Technology | 6.71% |
| 2 | Communication Services | 2.57% |
| 3 | Consumer Discretionary | 2.15% |
| 4 | Financials | 1.81% |
| 5 | Healthcare | 1.64% |
