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
51
$568K 0.47%
+33,617
52
$556K 0.46%
+13,510
53
$546K 0.46%
+18,519
54
$541K 0.45%
+8,100
55
$527K 0.44%
+2,572
56
$514K 0.43%
+28,813
57
$511K 0.43%
+12,160
58
$510K 0.43%
+37,157
59
$505K 0.42%
+2,638
60
$488K 0.41%
+1,715
61
$479K 0.4%
+10,774
62
$467K 0.39%
+6,701
63
$464K 0.39%
+1,193
64
$456K 0.38%
+40,575
65
$452K 0.38%
+12,183
66
$434K 0.36%
+23,045
67
$434K 0.36%
+10,905
68
$431K 0.36%
+1,460
69
$424K 0.35%
+5,620
70
$421K 0.35%
+3,378
71
$394K 0.33%
+13,762
72
$381K 0.32%
+1,795
73
$376K 0.31%
+4,495
74
$358K 0.3%
+2,037
75
$354K 0.3%
+7,620
1 2
3
4 5