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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
$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
$6K 0.01%
+95
381
$6K 0.01%
+137
382
$6K 0.01%
+250
383
$6K 0.01%
+400
384
$5K ﹤0.01%
+284
385
$5K ﹤0.01%
+300
386
$5K ﹤0.01%
+35
387
$5K ﹤0.01%
+175
388
$5K ﹤0.01%
+160
389
$5K ﹤0.01%
+200
390
$5K ﹤0.01%
+45
391
$5K ﹤0.01%
+100
392
$5K ﹤0.01%
+32
393
$5K ﹤0.01%
+100
394
$5K ﹤0.01%
+129
395
$5K ﹤0.01%
+52
396
$5K ﹤0.01%
+1,160
397
$5K ﹤0.01%
+100
398
$5K ﹤0.01%
+250
399
$5K ﹤0.01%
+27
400
$5K ﹤0.01%
+14
14 15
16
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