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
$108M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$143K
3
+$85K
4
VT icon
Vanguard Total World Stock ETF
VT
+$79K
5
PFE icon
Pfizer
PFE
+$53.6K

Top Sells

1
+$266K
2
+$245K
3
+$226K
4
SYK icon
Stryker
SYK
+$214K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$209K

Sector Composition

1 Technology 7.15%
2 Communication Services 2.66%
3 Consumer Discretionary 2.45%
4 Financials 2.39%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.99%
14,215
+18
27
$1.02M 0.94%
3,215
-23
28
$1.01M 0.93%
48,216
-6,192
29
$957K 0.88%
39,136
-1,669
30
$937K 0.86%
28,023
-485
31
$922K 0.85%
12,591
+303
32
$920K 0.85%
6,980
33
$920K 0.85%
22,303
-975
34
$901K 0.83%
11,994
-1,409
35
$859K 0.79%
27,705
-462
36
$850K 0.78%
19,655
-10
37
$831K 0.77%
4,703
-166
38
$778K 0.72%
3,384
+1
39
$774K 0.71%
1,956
40
$755K 0.7%
2,108
-45
41
$631K 0.58%
13,485
42
$605K 0.56%
1,807
+47
43
$585K 0.54%
8,388
-94
44
$581K 0.54%
1,936
45
$549K 0.51%
3,526
-220
46
$524K 0.48%
32,758
-100
47
$519K 0.48%
10,410
48
$515K 0.47%
5,699
-96
49
$503K 0.46%
1,892
50
$483K 0.45%
4,561
-90
1
2
3 4 5