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
$127M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$792K
3
+$306K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$294K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$268K

Top Sells

1
+$777K
2
+$319K
3
+$306K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$298K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$289K

Sector Composition

1 Technology 8.21%
2 Communication Services 3.55%
3 Consumer Discretionary 2.63%
4 Financials 2.44%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.48%
10,377
+7
52
$590K 0.47%
5,903
+1,120
53
$588K 0.46%
649
54
$557K 0.44%
3,813
-117
55
$549K 0.43%
21,529
+10,518
56
$548K 0.43%
950
+218
57
$536K 0.42%
4,328
-10
58
$524K 0.41%
777
59
$515K 0.41%
4,472
+99
60
$509K 0.4%
5,489
+122
61
$502K 0.4%
6,403
+29
62
$497K 0.39%
6,739
63
$474K 0.37%
6,137
-3,357
64
$444K 0.35%
6,685
+107
65
$432K 0.34%
1,784
+360
66
$413K 0.33%
3,873
+2
67
$371K 0.29%
7,737
+784
68
$370K 0.29%
1,076
-58
69
$370K 0.29%
435
70
$358K 0.28%
8,863
+2,655
71
$354K 0.28%
870
72
$319K 0.25%
1,861
73
$317K 0.25%
1,920
74
$314K 0.25%
3,105
+2
75
$307K 0.24%
1,204
-39
1 2
3
4 5