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
401
$5K ﹤0.01%
+300
402
$5K ﹤0.01%
+89
403
$5K ﹤0.01%
+50
404
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+284
405
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+68
406
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+300
407
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+60
408
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+1,136
409
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+200
410
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+82
411
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+100
412
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+102
413
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+20
414
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+50
415
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+600
416
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+67
417
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+300
418
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+154
419
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+50
420
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+139
421
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+33
422
$4K ﹤0.01%
+96
423
$4K ﹤0.01%
+62
424
$4K ﹤0.01%
+62
425
$4K ﹤0.01%
+47