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
$184M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$562K
3
+$515K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$372K

Top Sells

1
+$691K
2
+$448K
3
+$448K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$270K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$239K

Sector Composition

1 Technology 4.69%
2 Communication Services 1.95%
3 Consumer Discretionary 1.9%
4 Healthcare 1.41%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.53%
12,757
-35
52
$948K 0.52%
27,679
-260
53
$882K 0.48%
3,980
-8
54
$872K 0.48%
17,395
-819
55
$831K 0.45%
15,860
-1,365
56
$781K 0.43%
2,155
+10
57
$764K 0.42%
14,839
+273
58
$744K 0.41%
14,933
-313
59
$712K 0.39%
1,995
60
$678K 0.37%
14,340
-60
61
$664K 0.36%
3,751
62
$659K 0.36%
13,485
63
$630K 0.34%
6,305
-260
64
$615K 0.34%
36,405
+1,365
65
$601K 0.33%
11,619
-46
66
$594K 0.32%
11,075
-1,100
67
$585K 0.32%
6,083
+444
68
$573K 0.31%
5,351
-75
69
$573K 0.31%
41,758
-300
70
$566K 0.31%
1,632
+57
71
$564K 0.31%
39,593
-63
72
$557K 0.3%
14,020
+550
73
$530K 0.29%
1,912
+114
74
$519K 0.28%
4,686
-60
75
$514K 0.28%
29,950
+3,070
1 2
3
4 5