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
426
$4K ﹤0.01%
+110
427
$4K ﹤0.01%
+100
428
$4K ﹤0.01%
+24
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+14
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432
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435
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+50
436
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+50
437
$3K ﹤0.01%
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439
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440
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441
$3K ﹤0.01%
+542
442
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+64
446
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+65
447
$3K ﹤0.01%
+58
448
$3K ﹤0.01%
+9
449
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+24
450
$3K ﹤0.01%
+34