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
$123M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$253K
3
+$222K
4
CI icon
Cigna
CI
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$212K

Top Sells

1
+$4.13M
2
+$1.04M
3
+$544K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$266K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$196K

Sector Composition

1 Technology 7.56%
2 Communication Services 3.22%
3 Financials 2.77%
4 Consumer Discretionary 2.63%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.46%
32,267
+1,682
52
$509K 0.41%
6,374
+15
53
$508K 0.41%
4,373
+270
54
$505K 0.41%
+649
55
$502K 0.41%
5,367
-35
56
$490K 0.4%
4,783
-116
57
$487K 0.4%
5,390
+840
58
$472K 0.38%
777
+18
59
$450K 0.37%
6,739
60
$435K 0.35%
1,134
+29
61
$428K 0.35%
3,871
-520
62
$422K 0.34%
6,578
-110
63
$384K 0.31%
732
-15
64
$366K 0.3%
870
+41
65
$359K 0.29%
3,103
-120
66
$358K 0.29%
2,463
67
$356K 0.29%
1,424
-30
68
$350K 0.29%
1,243
-10
69
$339K 0.28%
1,861
+56
70
$330K 0.27%
6,953
+1,263
71
$323K 0.26%
1,275
72
$322K 0.26%
650
+6
73
$319K 0.26%
6,218
-941
74
$319K 0.26%
435
+23
75
$312K 0.25%
1,920
+47
1 2
3
4 5