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
$120M
AUM Growth
-$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$223K
3
+$221K
4
MCD icon
McDonald's
MCD
+$212K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$202K

Top Sells

1
+$1.36M
2
+$1.29M
3
+$1.18M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$480K
5
BND icon
Vanguard Total Bond Market
BND
+$418K

Sector Composition

1 Technology 6.36%
2 Financials 2.19%
3 Healthcare 2.19%
4 Communication Services 2.14%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.27%
13,175
-865
77
$324K 0.27%
1,534
-12
78
$313K 0.26%
2,853
-25
79
$311K 0.26%
659
80
$311K 0.26%
658
81
$310K 0.26%
1,003
-44
82
$304K 0.25%
789
-18
83
$303K 0.25%
5,610
+80
84
$295K 0.25%
2,463
85
$292K 0.24%
7,496
86
$287K 0.24%
32,600
-36,005
87
$285K 0.24%
14,849
-3,650
88
$271K 0.23%
5,410
+43
89
$268K 0.22%
776
90
$263K 0.22%
2,878
-39
91
$255K 0.21%
3,676
+38
92
$247K 0.21%
1,095
-10
93
$240K 0.2%
1,350
94
$238K 0.2%
1,280
95
$237K 0.2%
1,300
96
$237K 0.2%
3,370
-1,130
97
$231K 0.19%
4,650
98
$223K 0.19%
+1,956
99
$223K 0.19%
+5,589
100
$221K 0.18%
+445
1 2 3
4
5