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
$184M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$562K
3
+$515K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$372K

Top Sells

1
+$691K
2
+$448K
3
+$448K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$270K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$239K

Sector Composition

1 Technology 4.69%
2 Communication Services 1.95%
3 Consumer Discretionary 1.9%
4 Healthcare 1.41%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.28%
2,290
+15
77
$488K 0.27%
6,644
-83
78
$473K 0.26%
4,391
79
$471K 0.26%
6,739
80
$469K 0.26%
9,222
-3
81
$452K 0.25%
9,753
+660
82
$422K 0.23%
8,600
83
$418K 0.23%
8,454
+140
84
$411K 0.22%
4,395
+1,425
85
$401K 0.22%
7,226
+27
86
$397K 0.22%
2,928
+20
87
$395K 0.22%
2,901
-91
88
$389K 0.21%
4,167
+888
89
$387K 0.21%
1,631
-20
90
$369K 0.2%
17,680
-715
91
$368K 0.2%
3,525
-185
92
$357K 0.19%
2,205
+29
93
$354K 0.19%
1,005
-130
94
$353K 0.19%
5,969
-159
95
$350K 0.19%
4,266
96
$347K 0.19%
1,160
97
$341K 0.19%
670
+35
98
$321K 0.17%
12,790
+3,675
99
$320K 0.17%
5,265
+35
100
$314K 0.17%
756
+12
2 3
4
5 6