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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
451
$3K ﹤0.01%
+65
452
$3K ﹤0.01%
+58
453
$3K ﹤0.01%
+9
454
$3K ﹤0.01%
+24
455
$3K ﹤0.01%
+34
456
$3K ﹤0.01%
+80
457
$3K ﹤0.01%
+60
458
$3K ﹤0.01%
+14
459
$2K ﹤0.01%
+48
460
$2K ﹤0.01%
+32
461
$2K ﹤0.01%
+50
462
$2K ﹤0.01%
+30
463
$2K ﹤0.01%
+28
464
$2K ﹤0.01%
+105
465
$2K ﹤0.01%
+21
466
$2K ﹤0.01%
+74
467
$2K ﹤0.01%
+70
468
$2K ﹤0.01%
+500
469
$2K ﹤0.01%
+17
470
$2K ﹤0.01%
+72
471
$2K ﹤0.01%
+40
472
$2K ﹤0.01%
+141
473
$2K ﹤0.01%
+18
474
$2K ﹤0.01%
+50
475
$2K ﹤0.01%
+20
17 18
19
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