HOWA
Hudson Oak Wealth Advisory Portfolio holdings
AUM
$113M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$113M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$11.1M | |
| 2 | +$10.5M | |
| 3 | +$6.9M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.36M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.28% |
| 2 | Communication Services | 0.8% |
| 3 | Financials | 0.4% |
| 4 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$844B
| $246K | 0.22% |
+764
|
|
||
52
iShares MSCI India ETF
INDA
$9.38B
| $231K | 0.2% |
+4,271
|
|
||
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$8.07B
| $215K | 0.19% |
+5,017
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.08T
| $211K | 0.19% |
+419
|
|
||
55
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.41B
| $206K | 0.18% |
+2,388
|
|