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
$127M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$792K
3
+$306K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$294K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$268K

Top Sells

1
+$777K
2
+$319K
3
+$306K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$298K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$289K

Sector Composition

1 Technology 8.21%
2 Communication Services 3.55%
3 Consumer Discretionary 2.63%
4 Financials 2.44%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.96%
9,616
+208
27
$1.21M 0.95%
14,454
+1,317
28
$1.08M 0.85%
+22,082
29
$1.04M 0.82%
90,268
-67,298
30
$1.04M 0.82%
49,543
+2,563
31
$1.04M 0.82%
26,501
+111
32
$1.01M 0.8%
2,116
+9
33
$963K 0.76%
27,455
+175
34
$959K 0.76%
38,426
+1,590
35
$952K 0.75%
1,888
36
$926K 0.73%
19,655
37
$888K 0.7%
4,487
-2
38
$887K 0.7%
4,373
-135
39
$883K 0.7%
3,363
-59
40
$872K 0.69%
1,976
41
$844K 0.67%
14,891
+3,720
42
$832K 0.66%
32,855
-3
43
$801K 0.63%
46,319
+14,052
44
$792K 0.62%
+33,055
45
$776K 0.61%
3,837
-60
46
$750K 0.59%
5,679
+956
47
$742K 0.59%
13,485
48
$722K 0.57%
1,845
+7
49
$706K 0.56%
5,712
+322
50
$689K 0.54%
1,889
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