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
$108M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$143K
3
+$85K
4
VT icon
Vanguard Total World Stock ETF
VT
+$79K
5
PFE icon
Pfizer
PFE
+$53.6K

Top Sells

1
+$266K
2
+$245K
3
+$226K
4
SYK icon
Stryker
SYK
+$214K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$209K

Sector Composition

1 Technology 7.15%
2 Communication Services 2.66%
3 Consumer Discretionary 2.45%
4 Financials 2.39%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.43%
37,071
52
$454K 0.42%
4,530
-758
53
$440K 0.41%
4,273
-18
54
$438K 0.4%
8,796
-1,740
55
$438K 0.4%
3,022
-40
56
$432K 0.4%
6,272
57
$421K 0.39%
12,683
+1,615
58
$412K 0.38%
5,134
-182
59
$403K 0.37%
4,271
60
$384K 0.35%
6,739
61
$369K 0.34%
7,023
-575
62
$351K 0.32%
4,755
-235
63
$341K 0.31%
1,130
-25
64
$335K 0.31%
2,853
65
$332K 0.31%
659
66
$329K 0.3%
6,460
-1,123
67
$312K 0.29%
1,499
-15
68
$312K 0.29%
751
-30
69
$311K 0.29%
2,463
70
$307K 0.28%
12,125
-35
71
$297K 0.27%
17,645
+1,225
72
$289K 0.27%
765
+1
73
$287K 0.26%
818
-155
74
$281K 0.26%
5,689
+124
75
$278K 0.26%
3,655
-3,500
1 2
3
4 5