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
$120M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$223K
3
+$221K
4
MCD icon
McDonald's
MCD
+$212K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$202K

Top Sells

1
+$1.36M
2
+$1.29M
3
+$1.18M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$480K
5
BND icon
Vanguard Total Bond Market
BND
+$418K

Sector Composition

1 Technology 6.36%
2 Financials 2.19%
3 Healthcare 2.19%
4 Communication Services 2.14%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.01%
6,473
-49
27
$1.21M 1.01%
8,619
+10
28
$1.1M 0.92%
44,430
-1,790
29
$1.1M 0.91%
30,933
-1,599
30
$1.07M 0.89%
14,059
-646
31
$1.04M 0.87%
105,410
-4,915
32
$1.02M 0.85%
21,330
-3,725
33
$995K 0.83%
24,443
+523
34
$984K 0.82%
9,529
-80
35
$958K 0.8%
3,322
-120
36
$935K 0.78%
4,509
37
$905K 0.75%
4,013
-6
38
$890K 0.74%
27,710
-124
39
$875K 0.73%
8,436
-130
40
$875K 0.73%
12,487
-20
41
$875K 0.73%
4,902
-68
42
$854K 0.71%
19,765
-750
43
$850K 0.71%
11,516
-5,661
44
$803K 0.67%
15,980
-5,020
45
$775K 0.65%
217,690
-7,850
46
$724K 0.6%
1,992
-3
47
$723K 0.6%
6,955
48
$714K 0.6%
2,224
-1
49
$640K 0.53%
5,805
-3,270
50
$611K 0.51%
13,485
1
2
3 4 5