Howe & Rusling Inc

CIK Number: 0000769963

1.16B
Market Value
400
# of Holdings
17 months
Avg. Holding Period
27.00%
Win Rate
16.67%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 JPM JPMorgan Chase ...
232.04
+1.06% 200.11K -1.36% 47.97M 110.11 4.13%
2 AVGO Broadcom Inc.
170.82
-2.17% 200.55K -2.76% 46.5M 55.07 4.01%
3 VTI Vanguard Total ...
258.83
+0.24% 145.32K +3.31% 42.11M 190.26 3.63%
4 VCIT Vanguard Interm...
80.74
+0.02% 488.08K +4.47% 39.18M 82.06 3.38%
5 AAPL Apple Inc.
196.91
+1.36% 156.14K +0.52% 39.1M 51.54 3.37%

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