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
301
$15K 0.01%
+148
302
$15K 0.01%
+109
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$14K 0.01%
+1,000
304
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+186
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+600
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+400
309
$13K 0.01%
+125
310
$12K 0.01%
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+188
312
$12K 0.01%
+125
313
$12K 0.01%
+250
314
$12K 0.01%
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315
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317
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+150
319
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+40
321
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323
$11K 0.01%
+152
324
$11K 0.01%
+400
325
$11K 0.01%
+440