We are live on ! Find out more
HWM

Howard Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.2M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.22M
3
+$2.19M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.15M
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$755K

Top Sells

1
+$467K
2
+$394K
3
+$328K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$277K
5
CVX icon
Chevron
CVX
+$269K

Sector Composition

1 Technology 4.17%
2 Communication Services 3.09%
3 Financials 2.32%
4 Healthcare 1.79%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-540
252
– –
-95
253
– –
-19
254
– –
-50
255
– –
-20
256
– –
-325
257
– –
-370
258
– –
-27
259
– –
-150
260
– –
-965
261
– –
-2,390
262
– –
-1,480
263
– –
-220
264
– –
-20
265
– –
-50
266
– –
-2
267
– –
-55
268
– –
-790
269
– –
-6
270
– –
-137
271
– –
-279
272
– –
-2,999
273
– –
-30
274
– –
-16
275
– –
-431
9 10
11
12 13