HWM

Howard Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.03M
3
+$5.37M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.99M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.21%
2 Financials 3.36%
3 Communication Services 3.23%
4 Healthcare 2.58%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.03%
+400
227
$36K 0.03%
+1,000
228
$35K 0.03%
+750
229
$35K 0.03%
+255
230
$35K 0.03%
+668
231
$34K 0.03%
+686
232
$34K 0.03%
+150
233
$33K 0.03%
+530
234
$33K 0.03%
+600
235
$32K 0.03%
+369
236
$32K 0.03%
+284
237
$32K 0.03%
+250
238
$32K 0.03%
+250
239
$32K 0.03%
+563
240
$32K 0.03%
+540
241
$31K 0.03%
+619
242
$31K 0.03%
+361
243
$29K 0.02%
+958
244
$29K 0.02%
+2,725
245
$29K 0.02%
+2,000
246
$28K 0.02%
+572
247
$28K 0.02%
+248
248
$28K 0.02%
+4,840
249
$27K 0.02%
+500
250
$27K 0.02%
+130
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