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
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$287K
2
+$229K
3
+$223K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$219K
5
ED icon
Consolidated Edison
ED
+$218K

Top Sells

1
+$7.41M
2
+$2.76M
3
+$2.27M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$1.82M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.66M

Sector Composition

1 Technology 4.93%
2 Healthcare 2.22%
3 Financials 2.14%
4 Communication Services 1.75%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.51%
6,955
-25
52
$593K 0.49%
11,783
-4,815
53
$592K 0.49%
2,225
+42
54
$590K 0.48%
68,605
-104,505
55
$586K 0.48%
7,565
-2,560
56
$580K 0.48%
11,318
+85
57
$564K 0.46%
1,702
+64
58
$555K 0.46%
4,509
-60
59
$533K 0.44%
5,968
-28
60
$530K 0.43%
10,950
-125
61
$520K 0.43%
4,646
+45
62
$479K 0.39%
37,846
-1,058
63
$476K 0.39%
4,291
-32
64
$475K 0.39%
32,955
-2,385
65
$443K 0.36%
5,359
+920
66
$439K 0.36%
6,694
67
$413K 0.34%
6,739
68
$407K 0.33%
4,301
-29
69
$406K 0.33%
1,897
-15
70
$401K 0.33%
2,987
-35
71
$365K 0.3%
1,155
72
$363K 0.3%
2,248
-51
73
$357K 0.29%
2,463
-509
74
$349K 0.29%
659
-6
75
$349K 0.29%
14,040
+295
1 2
3
4 5