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
301
– –
-2,200
302
– –
-334
303
– –
-37
304
– –
-17
305
– –
-23
306
– –
-48
307
– –
-150
308
– –
-74
309
– –
-248
310
– –
-40
311
– –
-130
312
– –
-958
313
– –
-96
314
– –
-70
315
– –
-100
316
– –
-285
317
– –
-1,900
318
– –
-129
319
– –
-542
320
– –
-125
321
– –
-1,411
322
– –
-20
323
– –
-188
324
– –
-1,117
325
– –
-370
11 12
13
14 15