HWM

Howard Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$7.81M
2
+$5.74M
3
+$5.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.8M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.79M

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
351
$8K 0.01%
+500
352
$8K 0.01%
+41
353
$8K 0.01%
+100
354
$8K 0.01%
+987
355
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+170
356
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+335
357
$8K 0.01%
+211
358
$8K 0.01%
+60
359
$8K 0.01%
+55
360
$7K 0.01%
+57
361
$7K 0.01%
+39
362
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+50
363
$7K 0.01%
+247
364
$7K 0.01%
+400
365
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+400
366
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+125
367
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368
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+48
369
$7K 0.01%
+85
370
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+40
371
$7K 0.01%
+160
372
$7K 0.01%
+130
373
$6K 0.01%
+30
374
$6K 0.01%
+78
375
$6K 0.01%
+75
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