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HWM

Howard Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$5.74M
3
+$5.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.8M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.21%
2 Financials 3.36%
3 Communication Services 3.23%
4 Healthcare 2.58%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+27
477
$2K ﹤0.01%
+30
478
$2K ﹤0.01%
+25
479
$2K ﹤0.01%
+25
480
$2K ﹤0.01%
+28
481
$2K ﹤0.01%
+120
482
$1K ﹤0.01%
+6
483
$1K ﹤0.01%
+100
484
$1K ﹤0.01%
+65
485
$1K ﹤0.01%
+3
486
$1K ﹤0.01%
+96
487
$1K ﹤0.01%
+41
488
$1K ﹤0.01%
+5
489
$1K ﹤0.01%
+33
490
$1K ﹤0.01%
+9
491
$1K ﹤0.01%
+30
492
$1K ﹤0.01%
+40
493
$1K ﹤0.01%
+37
494
$1K ﹤0.01%
+17
495
$1K ﹤0.01%
+23
496
$1K ﹤0.01%
+40
497
$1K ﹤0.01%
+100
498
$1K ﹤0.01%
+30
499
$1K ﹤0.01%
+20
500
$1K ﹤0.01%
+300
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