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
$122M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.28M
3
+$877K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$759K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$699K

Top Sells

1
+$376K
2
+$214K
3
+$178K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$170K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$155K

Sector Composition

1 Technology 4.66%
2 Communication Services 2.92%
3 Consumer Discretionary 2.03%
4 Financials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.52%
12,024
+125
52
$620K 0.51%
12,448
+1,988
53
$589K 0.48%
7,160
+30
54
$585K 0.48%
1,981
-53
55
$583K 0.48%
2,568
-9
56
$581K 0.47%
19,152
+320
57
$576K 0.47%
8,160
+20
58
$574K 0.47%
9,597
-165
59
$522K 0.43%
9,486
-200
60
$505K 0.41%
17,431
+1,442
61
$494K 0.4%
14,735
62
$480K 0.39%
6,507
-52
63
$476K 0.39%
13,395
+10
64
$472K 0.39%
5,851
65
$454K 0.37%
998
+103
66
$445K 0.36%
24,865
-550
67
$432K 0.35%
1,745
+25
68
$427K 0.35%
+3,618
69
$407K 0.33%
3,405
+277
70
$404K 0.33%
17,710
+336
71
$394K 0.32%
6,487
-345
72
$389K 0.32%
1,510
-15
73
$389K 0.32%
1,066
-36
74
$385K 0.31%
35,014
-702
75
$383K 0.31%
33,135
+10
1 2
3
4 5