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
$122M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.28M
3
+$877K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$759K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$699K

Top Sells

1
+$376K
2
+$214K
3
+$178K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$170K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$155K

Sector Composition

1 Technology 4.66%
2 Communication Services 2.92%
3 Consumer Discretionary 2.03%
4 Financials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.31%
12,085
+107
77
$371K 0.3%
25,928
-3,965
78
$367K 0.3%
1,917
-125
79
$348K 0.28%
7,878
-1,665
80
$344K 0.28%
9,121
-2,405
81
$337K 0.28%
1,827
-24
82
$332K 0.27%
1,326
+26
83
$330K 0.27%
3,514
-50
84
$322K 0.26%
+4,485
85
$315K 0.26%
4,614
+62
86
$309K 0.25%
1,887
+13
87
$306K 0.25%
23,192
-263
88
$302K 0.25%
+2,881
89
$283K 0.23%
+2,531
90
$281K 0.23%
16,400
-100
91
$277K 0.23%
1,400
-240
92
$271K 0.22%
6,310
+375
93
$266K 0.22%
+1,862
94
$264K 0.22%
15,635
-100
95
$258K 0.21%
1,446
-47
96
$257K 0.21%
10,362
-277
97
$251K 0.21%
4,280
-70
98
$250K 0.2%
3,718
-1,892
99
$243K 0.2%
+2,260
100
$238K 0.19%
2,142
+52
1 2 3
4
5