HOWA
Hudson Oak Wealth Advisory Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
+$1.74M
(+1.5%)
Holding
55
Top Buys
| 1 | +$620K | |
| 2 | +$288K | |
| 3 | +$184K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$160K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$156K |
Top Sells
| 1 | +$250K | |
| 2 | +$215K | |
| 3 | +$211K | |
| 4 |
Microsoft
MSFT
|
+$89.1K |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$11.1K |
Sector Composition
| 1 | Technology | 6.85% |
| 2 | Communication Services | 0.7% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Financials | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$812B
| $222K | 0.19% |
754
-10
|
|
||
52
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.41B
| $220K | 0.19% |
2,410
+22
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.04T
| – | – |
-419
|
|
||
54
Salesforce
CRM
$144B
| – | – |
-944
|
|
||
55
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
| – | – |
-5,017
|
|