HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-4.45%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-3.1%)
Cap. Flow
+$3.16M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
39.78%
Holding
138
New
8
Increased
58
Reduced
50
Closed
6
Top Buys
| 1 |
Nuveen Municipal Value Fund
NUV
|
$822K |
| 2 |
PPT
Putnam Premier Income Trust
PPT
|
$562K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$515K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$420K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$372K |
Top Sells
Sector Composition
| 1 | Technology | 4.69% |
| 2 | Communication Services | 1.95% |
| 3 | Consumer Discretionary | 1.9% |
| 4 | Healthcare | 1.41% |
| 5 | Financials | 1.28% |
