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
$184M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$562K
3
+$515K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$372K

Top Sells

1
+$691K
2
+$448K
3
+$448K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$270K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$239K

Sector Composition

1 Technology 4.69%
2 Communication Services 1.95%
3 Consumer Discretionary 1.9%
4 Healthcare 1.41%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.01%
194,455
+85,840
27
$1.8M 0.98%
35,209
+1,601
28
$1.79M 0.98%
7,863
-45
29
$1.78M 0.97%
35,156
-255
30
$1.76M 0.96%
4,243
+214
31
$1.72M 0.94%
29,929
+32
32
$1.69M 0.92%
32,770
-1,526
33
$1.68M 0.91%
28,107
-166
34
$1.59M 0.87%
4,434
-69
35
$1.55M 0.84%
9,520
-60
36
$1.52M 0.83%
14,064
+572
37
$1.43M 0.78%
8,656
+187
38
$1.34M 0.73%
26,974
-2,048
39
$1.33M 0.73%
31,964
-2,653
40
$1.33M 0.73%
10,397
-44
41
$1.3M 0.71%
32,799
+620
42
$1.3M 0.71%
6,239
+352
43
$1.29M 0.7%
57,042
+774
44
$1.28M 0.7%
48,755
+2,165
45
$1.22M 0.67%
4,809
+86
46
$1.07M 0.58%
3,470
-7
47
$1.04M 0.57%
7,500
+200
48
$1.04M 0.57%
21,725
+35
49
$1.01M 0.55%
4,932
+30
50
$988K 0.54%
7,080
-100
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