HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$242K
3
+$233K
4
CVX icon
Chevron
CVX
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$209K

Top Sells

1
+$476K
2
+$433K
3
+$342K
4
VB icon
Vanguard Small-Cap ETF
VB
+$289K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Sector Composition

1 Technology 8.06%
2 Financials 2.53%
3 Communication Services 2.43%
4 Consumer Discretionary 1.79%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.58%
41,658
+973
52
$971K 0.54%
26,659
-748
53
$962K 0.54%
2,051
+35
54
$940K 0.52%
19,255
55
$923K 0.51%
3,763
-52
56
$909K 0.51%
25,488
-20
57
$813K 0.45%
7,909
-125
58
$804K 0.45%
6,730
+160
59
$800K 0.45%
13,447
60
$746K 0.42%
14,369
+3,272
61
$731K 0.41%
2,819
-1,671
62
$725K 0.4%
7,770
63
$719K 0.4%
7,679
+527
64
$713K 0.4%
6,578
+52
65
$713K 0.4%
3,572
-213
66
$679K 0.38%
1,879
-17
67
$674K 0.38%
1,605
-24
68
$601K 0.33%
10,299
-73
69
$591K 0.33%
1,089
+26
70
$568K 0.32%
3,426
+1
71
$555K 0.31%
4,662
+309
72
$549K 0.31%
665
+7
73
$519K 0.29%
6,344
-92
74
$516K 0.29%
6,274
75
$515K 0.29%
1,917
-5
1 2
3
4 5