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
$141M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.05M
3
+$2.95M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.03M

Top Sells

1
+$776K
2
+$360K
3
+$273K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$211K
5
BBH icon
VanEck Biotech ETF
BBH
+$203K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.87%
3 Financials 1.69%
4 Healthcare 1.68%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.24%
+3,890
77
$341K 0.24%
+13,745
78
$337K 0.24%
41,558
79
$337K 0.24%
+7,319
80
$337K 0.24%
16,830
-400
81
$335K 0.24%
665
+95
82
$331K 0.23%
8,742
+2,694
83
$330K 0.23%
+4,439
84
$326K 0.23%
+7,408
85
$318K 0.23%
1,155
+346
86
$315K 0.22%
+6,308
87
$315K 0.22%
+3,022
88
$312K 0.22%
+4,379
89
$308K 0.22%
+2,299
90
$303K 0.21%
+5,835
91
$303K 0.21%
+1,616
92
$294K 0.21%
2,170
+205
93
$293K 0.21%
+5,951
94
$279K 0.2%
+8,620
95
$276K 0.2%
+1,037
96
$264K 0.19%
+2,650
97
$261K 0.18%
+3,678
98
$251K 0.18%
+5,340
99
$251K 0.18%
+2,878
100
$248K 0.18%
+644
1 2 3
4
5