HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-17.29%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$95.2M
AUM Growth
+$95.2M
(-21%)
Cap. Flow
-$3.45M
Cap. Flow
% of AUM
-3.63%
Top 10 Holdings %
Top 10 Hldgs %
40.54%
Holding
554
New
3
Increased
50
Reduced
36
Closed
457
Top Buys
Top Sells
| 1 |
Exxon Mobil
XOM
|
$467K |
| 2 |
WisdomTree US SmallCap Dividend Fund
DES
|
$394K |
| 3 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$328K |
| 4 |
Chevron
CVX
|
$269K |
| 5 |
Honeywell
HON
|
$267K |
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Communication Services | 3.09% |
| 3 | Financials | 2.32% |
| 4 | Healthcare | 1.79% |
| 5 | Consumer Discretionary | 1.67% |
