HWM
Howard Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-2.22%
1 Year Return
+14.73%
3 Year Return
+53.85%
5 Year Return
+70.88%
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(-2.9%)
Cap. Flow
+$16.3K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
121
New
5
Increased
35
Reduced
58
Closed
6
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.97M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$242K |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$233K |
| 4 |
Chevron
CVX
|
$217K |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$209K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$476K |
| 2 |
Tesla
TSLA
|
$433K |
| 3 |
Vanguard Growth ETF
VUG
|
$342K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$289K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$288K |
Sector Composition
| 1 | Technology | 8.06% |
| 2 | Financials | 2.53% |
| 3 | Communication Services | 2.43% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Healthcare | 1.2% |
