HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+5.75%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+15%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
10.87%
Top 10 Holdings %
Top 10 Hldgs %
38.97%
Holding
121
New
12
Increased
37
Reduced
64
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$555K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$494K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$405K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$401K |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$255K |
Sector Composition
| 1 | Technology | 4.86% |
| 2 | Communication Services | 2.48% |
| 3 | Consumer Discretionary | 2.39% |
| 4 | Financials | 1.7% |
| 5 | Healthcare | 1.48% |
