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
$171M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$576K
3
+$566K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$449K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$439K

Top Sells

1
+$370K
2
+$204K
3
+$200K
4
AAPL icon
Apple
AAPL
+$142K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$130K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.31%
3 Consumer Discretionary 1.84%
4 Financials 1.77%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.1%
14,998
+608
27
$1.86M 1.09%
33,962
+359
28
$1.78M 1.04%
35,130
+1,284
29
$1.74M 1.01%
27,694
+1,141
30
$1.72M 1%
154,135
+40,345
31
$1.69M 0.99%
27,861
+1,682
32
$1.68M 0.98%
62,924
+1,270
33
$1.6M 0.94%
7,749
+29
34
$1.52M 0.89%
9,800
-760
35
$1.44M 0.84%
3,950
+78
36
$1.36M 0.8%
7,696
+188
37
$1.27M 0.74%
24,665
+5,902
38
$1.24M 0.73%
10,516
-85
39
$1.17M 0.68%
12,685
-714
40
$1.11M 0.65%
21,963
-289
41
$1.11M 0.65%
4,845
-35
42
$1.08M 0.63%
4,878
+124
43
$1.08M 0.63%
39,400
+2,950
44
$1.07M 0.62%
28,221
+6,231
45
$1.04M 0.61%
21,985
-1,170
46
$1.03M 0.6%
4,647
+57
47
$1.03M 0.6%
26,438
+9,164
48
$981K 0.57%
42,133
+24,292
49
$970K 0.57%
27,457
+308
50
$966K 0.56%
9,650
-290
1
2
3 4 5