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
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1 +$8.07M
2 +$6.03M
3 +$5.37M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.99M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.83M

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%
+65
483
$1K ﹤0.01%
+3
484
$1K ﹤0.01%
+96
485
$1K ﹤0.01%
+41
486
$1K ﹤0.01%
+5
487
$1K ﹤0.01%
+33
488
$1K ﹤0.01%
+9
489
$1K ﹤0.01%
+30
490
$1K ﹤0.01%
+40
491
$1K ﹤0.01%
+37
492
$1K ﹤0.01%
+17
493
$1K ﹤0.01%
+23
494
$1K ﹤0.01%
+40
495
$1K ﹤0.01%
+100
496
$1K ﹤0.01%
+30
497
$1K ﹤0.01%
+20
498
$1K ﹤0.01%
+300
499
$1K ﹤0.01%
+1
500
$1K ﹤0.01%
+111