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
376
$6K 0.01%
+272
377
$6K 0.01%
+375
378
$6K 0.01%
+229
379
$6K 0.01%
+200
380
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+95
381
$6K 0.01%
+137
382
$6K 0.01%
+250
383
$6K 0.01%
+400
384
$5K ﹤0.01%
+100
385
$5K ﹤0.01%
+52
386
$5K ﹤0.01%
+1,160
387
$5K ﹤0.01%
+250
388
$5K ﹤0.01%
+300
389
$5K ﹤0.01%
+89
390
$5K ﹤0.01%
+50
391
$5K ﹤0.01%
+284
392
$5K ﹤0.01%
+68
393
$5K ﹤0.01%
+300
394
$5K ﹤0.01%
+60
395
$5K ﹤0.01%
+1,136
396
$5K ﹤0.01%
+200
397
$5K ﹤0.01%
+82
398
$5K ﹤0.01%
+100
399
$5K ﹤0.01%
+102
400
$5K ﹤0.01%
+27
14 15
16
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