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
$190M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$646K
3
+$463K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$447K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$348K

Top Sells

1
+$740K
2
+$721K
3
+$695K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$320K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$256K

Sector Composition

1 Technology 5.02%
2 Communication Services 2.18%
3 Consumer Discretionary 1.93%
4 Financials 1.56%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.01%
7,908
+21
27
$1.85M 0.97%
34,296
+181
28
$1.83M 0.97%
29,897
+912
29
$1.8M 0.95%
28,273
+1,212
30
$1.8M 0.95%
35,411
-465
31
$1.76M 0.93%
4,029
+41
32
$1.73M 0.91%
33,608
+3,811
33
$1.6M 0.84%
9,580
+20
34
$1.59M 0.84%
4,503
35
$1.56M 0.83%
13,492
+639
36
$1.55M 0.82%
8,469
+292
37
$1.48M 0.78%
56,268
-8,375
38
$1.45M 0.77%
34,617
+1,780
39
$1.45M 0.76%
29,022
-6,417
40
$1.4M 0.74%
32,179
+4,062
41
$1.35M 0.71%
10,441
+30
42
$1.3M 0.69%
5,887
+367
43
$1.26M 0.67%
46,590
+2,645
44
$1.26M 0.66%
4,723
+31
45
$1.17M 0.62%
3,477
-70
46
$1.13M 0.59%
108,615
-71,335
47
$1.11M 0.59%
21,690
-245
48
$1.09M 0.58%
4,902
+101
49
$1.06M 0.56%
7,300
-40
50
$1.04M 0.55%
7,180
-100
1
2
3 4 5