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
501
$1K ﹤0.01%
+10
502
$1K ﹤0.01%
+400
503
$1K ﹤0.01%
+80
504
$1K ﹤0.01%
+14
505
$1K ﹤0.01%
+20
506
$1K ﹤0.01%
+38
507
$1K ﹤0.01%
+39
508
$1K ﹤0.01%
+50
509
$1K ﹤0.01%
+19
510
$1K ﹤0.01%
+6
511
$1K ﹤0.01%
+16
512
$1K ﹤0.01%
+100
513
$0 ﹤0.01%
+7
514
$0 ﹤0.01%
+4
515
$0 ﹤0.01%
+10
516
$0 ﹤0.01%
+300
517
$0 ﹤0.01%
+44
518
$0 ﹤0.01%
+2
519
$0 ﹤0.01%
+5
520
$0 ﹤0.01%
+400
521
$0 ﹤0.01%
+18
522
$0 ﹤0.01%
+10
523
$0 ﹤0.01%
+20
524
$0 ﹤0.01%
+5
525
0