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
251
$27K 0.02%
+2,965
252
$26K 0.02%
+309
253
$26K 0.02%
+1,315
254
$26K 0.02%
+2,000
255
$25K 0.02%
+300
256
$25K 0.02%
+575
257
$25K 0.02%
+225
258
$25K 0.02%
+1,000
259
$25K 0.02%
+660
260
$25K 0.02%
+810
261
$24K 0.02%
+2,400
262
$24K 0.02%
+500
263
$24K 0.02%
+318
264
$24K 0.02%
+138
265
$22K 0.02%
+125
266
$22K 0.02%
+332
267
$21K 0.02%
+325
268
$21K 0.02%
+400
269
$21K 0.02%
+1,086
270
$21K 0.02%
+591
271
$21K 0.02%
+504
272
$21K 0.02%
+66
273
$20K 0.02%
+505
274
$20K 0.02%
+605
275
$20K 0.02%
+350
9 10
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