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
$171M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$576K
3
+$566K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$449K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$439K

Top Sells

1
+$370K
2
+$204K
3
+$200K
4
AAPL icon
Apple
AAPL
+$142K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$130K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.31%
3 Consumer Discretionary 1.84%
4 Financials 1.77%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.55%
4,001
-64
52
$942K 0.55%
18,674
-332
53
$929K 0.54%
16,275
+2,050
54
$904K 0.53%
4,879
+1,521
55
$896K 0.52%
4,234
-6
56
$870K 0.51%
8,440
-60
57
$835K 0.49%
12,654
+310
58
$830K 0.49%
16,756
+507
59
$752K 0.44%
7,280
60
$716K 0.42%
12,415
+50
61
$709K 0.41%
1,994
+10
62
$701K 0.41%
4,269
+223
63
$688K 0.4%
12,606
+1,255
64
$686K 0.4%
2,331
-30
65
$681K 0.4%
3,002
+80
66
$673K 0.39%
5,916
+11
67
$657K 0.38%
2,060
+105
68
$650K 0.38%
12,952
+802
69
$614K 0.36%
32,540
+1,400
70
$611K 0.36%
11,750
71
$593K 0.35%
33,163
+8
72
$575K 0.34%
13,485
73
$572K 0.33%
5,495
-450
74
$551K 0.32%
40,932
+261
75
$540K 0.32%
12,146
+977
1 2
3
4 5