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
$122M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$287K
2
+$229K
3
+$223K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$219K
5
ED icon
Consolidated Edison
ED
+$218K

Top Sells

1
+$7.41M
2
+$2.76M
3
+$2.27M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$1.82M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.66M

Sector Composition

1 Technology 4.93%
2 Healthcare 2.22%
3 Financials 2.14%
4 Communication Services 1.75%
5 Consumer Discretionary 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.28%
7,313
-95
77
$345K 0.28%
18,499
-10,029
78
$339K 0.28%
4,609
+230
79
$326K 0.27%
14,980
-1,850
80
$323K 0.27%
1,047
+10
81
$320K 0.26%
658
+14
82
$317K 0.26%
2,878
83
$315K 0.26%
1,546
-70
84
$295K 0.24%
7,496
-1,246
85
$291K 0.24%
5,530
+190
86
$273K 0.22%
4,500
-1,335
87
$267K 0.22%
41,558
88
$263K 0.22%
2,917
+12
89
$262K 0.21%
3,638
-40
90
$258K 0.21%
807
+33
91
$254K 0.21%
5,153
-9,147
92
$254K 0.21%
2,615
-2,736
93
$253K 0.21%
5,367
-95
94
$249K 0.2%
2,750
-1,140
95
$235K 0.19%
1,300
+10
96
$233K 0.19%
1,939
-231
97
$233K 0.19%
1,105
-75
98
$229K 0.19%
+776
99
$228K 0.19%
6,530
-2,090
100
$223K 0.18%
+1,398
1 2 3
4
5