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
$141M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.05M
3
+$2.95M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.03M

Top Sells

1
+$776K
2
+$360K
3
+$273K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$211K
5
BBH icon
VanEck Biotech ETF
BBH
+$203K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.87%
3 Financials 1.69%
4 Healthcare 1.68%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.04%
173,110
-1,850
27
$1.46M 1.03%
8,124
+5,663
28
$1.44M 1.02%
+19,408
29
$1.41M 1%
28,000
+4,000
30
$1.38M 0.98%
31,213
+6,636
31
$1.28M 0.91%
+12,250
32
$1.25M 0.89%
27,432
-729
33
$1.21M 0.86%
4,569
+3,228
34
$1.18M 0.83%
+14,701
35
$1.17M 0.83%
+10,462
36
$1.13M 0.8%
+47,655
37
$1.11M 0.79%
+8,742
38
$1.11M 0.78%
9,794
+4,363
39
$1.1M 0.78%
32,016
+1,907
40
$1.1M 0.78%
+4,934
41
$906K 0.64%
32,985
+57
42
$864K 0.61%
5,285
-788
43
$834K 0.59%
+16,598
44
$828K 0.59%
8,666
+3,326
45
$820K 0.58%
3,523
+2,013
46
$808K 0.57%
+4,901
47
$803K 0.57%
20,515
-1,210
48
$796K 0.56%
+16,168
49
$766K 0.54%
+10,125
50
$757K 0.54%
+12,732
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