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
$120M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$223K
3
+$221K
4
MCD icon
McDonald's
MCD
+$212K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$202K

Top Sells

1
+$1.36M
2
+$1.29M
3
+$1.18M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$480K
5
BND icon
Vanguard Total Bond Market
BND
+$418K

Sector Composition

1 Technology 6.36%
2 Financials 2.19%
3 Healthcare 2.19%
4 Communication Services 2.14%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.5%
7,533
-32
52
$592K 0.49%
3,821
+15
53
$586K 0.49%
11,604
-1,541
54
$582K 0.49%
1,749
+47
55
$546K 0.46%
5,982
+14
56
$532K 0.44%
4,626
-20
57
$523K 0.44%
10,455
-495
58
$507K 0.42%
10,058
-1,725
59
$488K 0.41%
37,303
-543
60
$463K 0.39%
1,897
61
$462K 0.39%
11,318
62
$457K 0.38%
4,291
63
$456K 0.38%
6,382
-312
64
$449K 0.37%
5,766
+407
65
$421K 0.35%
6,739
66
$413K 0.34%
4,271
-30
67
$411K 0.34%
1,939
68
$399K 0.33%
3,062
+75
69
$382K 0.32%
7,568
+255
70
$378K 0.31%
4,997
+388
71
$353K 0.29%
41,758
+200
72
$345K 0.29%
2,166
-82
73
$344K 0.29%
23,700
-9,255
74
$341K 0.28%
1,155
75
$332K 0.28%
14,970
-10
1 2
3
4 5