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
$123M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$253K
3
+$222K
4
CI icon
Cigna
CI
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$212K

Top Sells

1
+$4.13M
2
+$1.04M
3
+$544K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$266K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$196K

Sector Composition

1 Technology 7.56%
2 Communication Services 3.22%
3 Financials 2.77%
4 Consumer Discretionary 2.63%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.93%
12,797
+181
27
$1.14M 0.92%
13,137
-398
28
$1.08M 0.88%
7,100
+120
29
$1.03M 0.83%
26,390
+73
30
$994K 0.81%
46,980
-1,019
31
$985K 0.8%
19,655
32
$978K 0.8%
27,280
-425
33
$955K 0.78%
3,422
+43
34
$952K 0.77%
1,976
+20
35
$948K 0.77%
4,508
-62
36
$936K 0.76%
2,107
-10
37
$929K 0.76%
36,836
-379
38
$917K 0.75%
1,888
+32
39
$789K 0.64%
4,489
40
$781K 0.63%
3,897
+415
41
$764K 0.62%
13,485
42
$756K 0.61%
32,858
43
$734K 0.6%
9,494
-809
44
$731K 0.59%
1,838
+8
45
$646K 0.53%
11,171
+2,127
46
$637K 0.52%
1,889
-1
47
$630K 0.51%
10,370
48
$623K 0.51%
4,723
-20
49
$622K 0.51%
3,930
-51
50
$572K 0.47%
4,338
+65
1
2
3 4 5