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
$190M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$646K
3
+$463K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$447K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$348K

Top Sells

1
+$740K
2
+$721K
3
+$695K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$320K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$256K

Sector Composition

1 Technology 5.02%
2 Communication Services 2.18%
3 Consumer Discretionary 1.93%
4 Financials 1.56%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.29%
26,880
+1,565
77
$529K 0.28%
6,727
+12
78
$521K 0.27%
865
-10
79
$508K 0.27%
6,128
-150
80
$502K 0.26%
4,391
-13
81
$487K 0.26%
4,746
-269
82
$481K 0.25%
1,160
83
$479K 0.25%
9,225
-27
84
$473K 0.25%
2,992
+251
85
$469K 0.25%
2,908
-104
86
$463K 0.24%
+9,093
87
$449K 0.24%
6,739
88
$448K 0.24%
25,185
-7,993
89
$428K 0.23%
8,314
+1,300
90
$426K 0.22%
8,600
-5,158
91
$420K 0.22%
7,199
+115
92
$420K 0.22%
1,651
+3
93
$398K 0.21%
3,710
+380
94
$344K 0.18%
5,230
-25
95
$342K 0.18%
1,400
96
$340K 0.18%
744
+26
97
$339K 0.18%
1,135
+68
98
$327K 0.17%
18,395
-97
99
$326K 0.17%
4,266
+70
100
$325K 0.17%
3,313
-14
2 3
4
5 6