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
$171M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$576K
3
+$566K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$449K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$439K

Top Sells

1
+$370K
2
+$204K
3
+$200K
4
AAPL icon
Apple
AAPL
+$142K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$130K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.31%
3 Consumer Discretionary 1.84%
4 Financials 1.77%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.31%
9,063
77
$522K 0.31%
1,583
-2
78
$507K 0.3%
973
+1
79
$488K 0.29%
6,437
-60
80
$457K 0.27%
4,214
-275
81
$456K 0.27%
1,878
82
$448K 0.26%
7,014
-50
83
$440K 0.26%
4,446
+97
84
$439K 0.26%
6,470
+20
85
$438K 0.26%
2,881
+51
86
$428K 0.25%
1,400
87
$405K 0.24%
6,739
88
$396K 0.23%
10,935
-649
89
$389K 0.23%
1,277
-657
90
$355K 0.21%
1,605
-15
91
$353K 0.21%
3,280
+160
92
$347K 0.2%
18,695
+1,630
93
$341K 0.2%
14,959
-66
94
$340K 0.2%
6,917
-196
95
$337K 0.2%
2,490
+18
96
$324K 0.19%
4,417
97
$311K 0.18%
18,797
-1,545
98
$299K 0.17%
3,646
+80
99
$299K 0.17%
1,990
+9
100
$291K 0.17%
3,381
-59
2 3
4
5 6