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
$141M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.05M
3
+$2.95M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.03M

Top Sells

1
+$776K
2
+$360K
3
+$273K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$211K
5
BBH icon
VanEck Biotech ETF
BBH
+$203K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.87%
3 Financials 1.69%
4 Healthcare 1.68%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$728K 0.52%
28,248
+6,388
52
$707K 0.5%
3,981
+25
53
$704K 0.5%
14,300
+5,300
54
$671K 0.48%
6,980
+300
55
$611K 0.43%
3,741
+1,885
56
$583K 0.41%
+2,183
57
$567K 0.4%
1,995
58
$561K 0.4%
13,485
59
$531K 0.38%
+35,340
60
$524K 0.37%
2,972
+59
61
$523K 0.37%
+5,996
62
$515K 0.36%
5,351
63
$491K 0.35%
11,233
+6,540
64
$485K 0.34%
11,075
+2,800
65
$483K 0.34%
+28,528
66
$470K 0.33%
+1,638
67
$462K 0.33%
+38,904
68
$419K 0.3%
+4,601
69
$418K 0.3%
28,615
+1,375
70
$402K 0.28%
1,912
+152
71
$378K 0.27%
6,739
72
$377K 0.27%
4,330
+1,007
73
$374K 0.26%
6,694
+650
74
$372K 0.26%
+4,323
75
$360K 0.25%
+7,560
1 2
3
4 5