HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-0.81%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(-1.6%)
Cap. Flow
-$991K
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
38.12%
Holding
130
New
2
Increased
44
Reduced
53
Closed
3
Top Buys
| 1 |
iShares US Medical Devices ETF
IHI
|
$273K |
| 2 |
Vanguard Financials ETF
VFH
|
$215K |
| 3 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
$206K |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$156K |
| 5 |
Nuveen Municipal Value Fund
NUV
|
$153K |
Top Sells
| 1 |
Apple
AAPL
|
$462K |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$284K |
| 3 |
Roku
ROKU
|
$242K |
| 4 |
McDonald's
MCD
|
$218K |
| 5 |
Vanguard Growth ETF
VUG
|
$163K |
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Communication Services | 2.27% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Financials | 1.62% |
| 5 | Healthcare | 1.18% |
