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
26
$988K 0.83%
+10,700
27
$930K 0.78%
+16,706
28
$904K 0.75%
+16,835
29
$882K 0.74%
+4,698
30
$787K 0.66%
+7,094
31
$764K 0.64%
+35,048
32
$757K 0.63%
+10,906
33
$727K 0.61%
+4,615
34
$707K 0.59%
+4,270
35
$702K 0.59%
+13,794
36
$695K 0.58%
+25,831
37
$651K 0.54%
+4,673
38
$650K 0.54%
+4,461
39
$638K 0.53%
+11,943
40
$628K 0.52%
+17,818
41
$628K 0.52%
+11,643
42
$627K 0.52%
+20,380
43
$625K 0.52%
+9,340
44
$618K 0.52%
+5,851
45
$609K 0.51%
+14,735
46
$600K 0.5%
+9,774
47
$595K 0.5%
+14,185
48
$591K 0.49%
+9,884
49
$591K 0.49%
+1,982
50
$569K 0.48%
+6,559
1
2
3 4 5