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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.03M
3
+$5.37M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.99M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.21%
2 Financials 3.36%
3 Communication Services 3.23%
4 Healthcare 2.58%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.29%
+1,964
77
$347K 0.29%
+9,947
78
$335K 0.28%
+1,480
79
$328K 0.27%
+8,313
80
$326K 0.27%
+1,651
81
$325K 0.27%
+1,488
82
$318K 0.27%
+1,640
83
$291K 0.24%
+4,542
84
$286K 0.24%
+885
85
$269K 0.22%
+2,233
86
$267K 0.22%
+1,512
87
$251K 0.21%
+3,320
88
$248K 0.21%
+1,130
89
$246K 0.21%
+2,422
90
$246K 0.21%
+2,695
91
$234K 0.2%
+1,716
92
$228K 0.19%
+2,406
93
$212K 0.18%
+1,469
94
$206K 0.17%
+3,305
95
$204K 0.17%
+4,650
96
$202K 0.17%
+1,485
97
$200K 0.17%
+1,125
98
$199K 0.17%
+2,200
99
$198K 0.17%
+676
100
$189K 0.16%
+4,090
2 3
4
5 6