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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
$122M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.26M
3
+$871K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$719K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$700K

Top Sells

1
+$345K
2
+$214K
3
+$177K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$165K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$145K

Sector Composition

1 Technology 4.66%
2 Communication Services 2.92%
3 Consumer Discretionary 2.03%
4 Financials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.2%
15,397
+6,740
27
$1.44M 1.18%
26,335
+4,137
28
$1.44M 1.17%
18,311
-950
29
$1.43M 1.17%
9,138
-574
30
$1.39M 1.14%
27,880
+4,730
31
$1.3M 1.06%
26,381
+7,190
32
$1.25M 1.02%
58,443
+2,105
33
$1.08M 0.89%
21,441
+1,896
34
$1.01M 0.82%
4,949
+274
35
$1M 0.82%
10,971
+235
36
$947K 0.77%
33,403
-13,256
37
$933K 0.76%
7,889
-118
38
$888K 0.73%
4,598
-132
39
$875K 0.71%
3,089
+1,406
40
$850K 0.69%
33,739
+1,842
41
$788K 0.64%
15,587
+9,890
42
$759K 0.62%
+27,494
43
$719K 0.59%
3,735
+892
44
$699K 0.57%
+6,965
45
$694K 0.57%
14,815
+630
46
$691K 0.56%
+21,922
47
$674K 0.55%
13,380
+5,280
48
$667K 0.54%
4,743
+67
49
$666K 0.54%
4,657
-516
50
$665K 0.54%
9,380
+960
1
2
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