HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-10.72%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$94.4M
AUM Growth
+$94.4M
(-49%)
Cap. Flow
-$73.6M
Cap. Flow
% of AUM
-77.97%
Top 10 Holdings %
Top 10 Hldgs %
58.73%
Holding
136
New
4
Increased
5
Reduced
45
Closed
74
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.71M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.21M |
| 3 |
Amazon
AMZN
|
$526K |
| 4 |
M&T Bank
MTB
|
$464K |
| 5 |
HUGS
USHG Acquisition Corp.
HUGS
|
$98K |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.16M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$3.74M |
| 3 |
Invesco Preferred ETF
PGX
|
$3.59M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.77M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$2.33M |
Sector Composition
| 1 | Technology | 4.02% |
| 2 | Financials | 2.09% |
| 3 | Communication Services | 2.05% |
| 4 | Consumer Discretionary | 1.16% |
| 5 | Healthcare | 0.92% |
