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
$160M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$982K
3
+$845K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$626K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$499K

Top Sells

1
+$473K
2
+$377K
3
+$358K
4
SPXX icon
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
+$310K
5
DVY icon
iShares Select Dividend ETF
DVY
+$226K

Sector Composition

1 Technology 5.06%
2 Communication Services 2.33%
3 Consumer Discretionary 2.19%
4 Financials 1.66%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.32%
11,169
+1,764
77
$513K 0.32%
1,934
-410
78
$484K 0.3%
1,585
+95
79
$474K 0.3%
6,497
-279
80
$452K 0.28%
1,878
-37
81
$428K 0.27%
33,155
+9
82
$427K 0.27%
4,349
+1,044
83
$426K 0.27%
11,584
-788
84
$420K 0.26%
+17,841
85
$412K 0.26%
4,489
-124
86
$392K 0.24%
6,739
-875
87
$371K 0.23%
1,400
88
$359K 0.22%
6,450
+2,710
89
$359K 0.22%
2,830
-218
90
$351K 0.22%
7,064
-638
91
$348K 0.22%
2,472
+15
92
$344K 0.21%
4,417
-2,189
93
$337K 0.21%
3,120
+420
94
$334K 0.21%
1,846
-205
95
$334K 0.21%
1,620
-65
96
$327K 0.2%
7,113
-783
97
$326K 0.2%
15,025
-687
98
$318K 0.2%
896
-45
99
$303K 0.19%
17,065
-145
100
$300K 0.19%
1,981
+4
1 2 3
4
5