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
$190M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$646K
3
+$463K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$447K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$348K

Top Sells

1
+$740K
2
+$721K
3
+$695K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$320K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$256K

Sector Composition

1 Technology 5.02%
2 Communication Services 2.18%
3 Consumer Discretionary 1.93%
4 Financials 1.56%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.54%
27,939
+1,184
52
$997K 0.53%
12,792
+73
53
$950K 0.5%
17,225
-1,360
54
$917K 0.48%
18,214
-2,463
55
$864K 0.46%
3,988
+1
56
$853K 0.45%
2,145
+5
57
$799K 0.42%
14,566
+779
58
$766K 0.4%
15,246
-1,558
59
$765K 0.4%
2,275
-15
60
$765K 0.4%
42,058
-75
61
$716K 0.38%
1,995
-4
62
$708K 0.37%
14,400
-2,090
63
$691K 0.36%
9,635
-2,780
64
$689K 0.36%
12,175
65
$688K 0.36%
11,665
+43
66
$659K 0.35%
35,040
+1,965
67
$657K 0.35%
13,485
68
$656K 0.35%
6,565
-1,820
69
$641K 0.34%
3,751
-25
70
$618K 0.33%
5,426
-490
71
$580K 0.31%
39,656
-878
72
$580K 0.31%
13,470
+810
73
$572K 0.3%
1,575
-10
74
$558K 0.29%
5,639
+823
75
$549K 0.29%
1,798
-80
1 2
3
4 5