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
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$372K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$258K
5
AMLP icon
Alerian MLP ETF
AMLP
+$242K

Top Sells

1
+$492K
2
+$284K
3
+$281K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$278K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214K

Sector Composition

1 Technology 7.56%
2 Communication Services 2.82%
3 Consumer Discretionary 2.72%
4 Financials 2.46%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.45%
42,391
+5,320
52
$525K 0.44%
30,585
+12,940
53
$503K 0.42%
5,402
-297
54
$497K 0.42%
+9,044
55
$479K 0.4%
6,359
+87
56
$475K 0.4%
4,391
+120
57
$466K 0.39%
4,273
58
$452K 0.38%
4,899
-235
59
$412K 0.34%
6,739
60
$410K 0.34%
4,103
+1,250
61
$391K 0.33%
6,688
-335
62
$383K 0.32%
1,105
-25
63
$372K 0.31%
+1,253
64
$370K 0.31%
759
-6
65
$367K 0.31%
7,159
-1,637
66
$362K 0.3%
747
-4
67
$352K 0.29%
12,226
-457
68
$339K 0.28%
644
-15
69
$338K 0.28%
1,454
-45
70
$338K 0.28%
2,463
71
$328K 0.27%
3,223
+3
72
$323K 0.27%
6,384
-76
73
$308K 0.26%
3,983
-772
74
$307K 0.26%
12,216
+91
75
$305K 0.25%
1,275
1 2
3
4 5