HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$242K
3
+$233K
4
CVX icon
Chevron
CVX
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$209K

Top Sells

1
+$476K
2
+$433K
3
+$342K
4
VB icon
Vanguard Small-Cap ETF
VB
+$289K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Sector Composition

1 Technology 8.06%
2 Financials 2.53%
3 Communication Services 2.43%
4 Consumer Discretionary 1.79%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 1.14%
7,446
-375
27
$2.01M 1.12%
95,154
-235
28
$1.98M 1.1%
64,418
-15,499
29
$1.81M 1.01%
23,660
-237
30
$1.78M 0.99%
29,321
-2,403
31
$1.77M 0.99%
28,528
-222
32
$1.77M 0.99%
73,085
+7,111
33
$1.7M 0.94%
8,911
-231
34
$1.63M 0.91%
63,805
+9,462
35
$1.58M 0.88%
94,006
+8,360
36
$1.5M 0.84%
5,682
-73
37
$1.32M 0.74%
78,898
+7,398
38
$1.32M 0.74%
3,517
-46
39
$1.29M 0.72%
14,202
-240
40
$1.26M 0.7%
9,308
-214
41
$1.26M 0.7%
13,071
+79
42
$1.23M 0.69%
7,963
-83
43
$1.18M 0.66%
6,841
-620
44
$1.16M 0.65%
22,711
-22
45
$1.12M 0.63%
19,672
+1
46
$1.08M 0.6%
1,971
47
$1.07M 0.6%
1,856
-31
48
$1.07M 0.59%
6,821
-280
49
$1.06M 0.59%
6,923
+54
50
$1.06M 0.59%
1,118
1
2
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