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
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$372K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$258K
5
AMLP icon
Alerian MLP ETF
AMLP
+$242K

Top Sells

1
+$492K
2
+$284K
3
+$281K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$278K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214K

Sector Composition

1 Technology 7.56%
2 Communication Services 2.82%
3 Consumer Discretionary 2.72%
4 Financials 2.46%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.97%
8,275
-95
27
$1.12M 0.94%
2,990
-225
28
$1.12M 0.93%
4,489
29
$1.04M 0.87%
22,273
-30
30
$1.02M 0.85%
47,999
-217
31
$1.02M 0.85%
12,616
+25
32
$984K 0.82%
6,980
33
$979K 0.82%
19,655
34
$973K 0.81%
26,317
-1,706
35
$942K 0.79%
27,705
36
$936K 0.78%
37,215
-1,921
37
$917K 0.77%
4,570
-133
38
$880K 0.74%
3,379
-5
39
$867K 0.72%
2,117
+9
40
$834K 0.7%
1,956
41
$797K 0.67%
10,303
-1,691
42
$690K 0.58%
1,830
+23
43
$684K 0.57%
13,485
44
$657K 0.55%
1,856
-80
45
$624K 0.52%
3,981
+455
46
$600K 0.5%
4,743
+182
47
$592K 0.49%
3,482
+460
48
$575K 0.48%
10,370
-40
49
$573K 0.48%
1,890
-2
50
$564K 0.47%
32,858
+100
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