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
$122M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$287K
2
+$229K
3
+$223K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$219K
5
ED icon
Consolidated Edison
ED
+$218K

Top Sells

1
+$7.41M
2
+$2.76M
3
+$2.27M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$1.82M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.66M

Sector Composition

1 Technology 4.93%
2 Healthcare 2.22%
3 Financials 2.14%
4 Communication Services 1.75%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.03%
15,158
+457
27
$1.23M 1.01%
17,177
-38,416
28
$1.17M 0.96%
25,055
-5,558
29
$1.14M 0.94%
8,609
-133
30
$1.14M 0.93%
6,522
+1,237
31
$1.12M 0.92%
46,220
-1,435
32
$1.11M 0.91%
14,705
-4,703
33
$1.06M 0.87%
21,000
-7,000
34
$1.05M 0.86%
32,532
-453
35
$1.04M 0.85%
110,325
-193,485
36
$966K 0.79%
9,075
-3,175
37
$930K 0.76%
23,920
-8,096
38
$874K 0.72%
20,515
39
$866K 0.71%
4,970
+69
40
$835K 0.68%
4,019
+38
41
$826K 0.68%
27,834
-414
42
$825K 0.68%
3,442
-81
43
$819K 0.67%
225,540
-445,360
44
$807K 0.66%
9,609
-185
45
$801K 0.66%
12,507
-225
46
$756K 0.62%
8,566
-100
47
$694K 0.57%
1,995
48
$672K 0.55%
3,806
+65
49
$655K 0.54%
13,145
-3,023
50
$635K 0.52%
13,485
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