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
$108M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$204K
2
+$143K
3
+$85K
4
VT icon
Vanguard Total World Stock ETF
VT
+$79K
5
PFE icon
Pfizer
PFE
+$53.6K

Top Sells

1
+$266K
2
+$245K
3
+$226K
4
SYK icon
Stryker
SYK
+$214K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$209K

Sector Composition

1 Technology 7.15%
2 Communication Services 2.66%
3 Consumer Discretionary 2.45%
4 Financials 2.39%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.25%
5,615
77
$269K 0.25%
1,805
78
$268K 0.25%
10,842
79
$267K 0.25%
654
-4
80
$259K 0.24%
1,275
81
$257K 0.24%
1,095
82
$257K 0.24%
5,300
-310
83
$253K 0.23%
3,220
-100
84
$244K 0.23%
452
+15
85
$243K 0.22%
6,254
+219
86
$243K 0.22%
1,919
-83
87
$219K 0.2%
1,290
-10
88
$214K 0.2%
4,268
-2,906
89
$211K 0.19%
3,638
-38
90
$207K 0.19%
4,070
91
$204K 0.19%
1,398
-14
92
$204K 0.19%
1,280
93
$191K 0.18%
10,482
-2,142
94
$166K 0.15%
11,805
-2,345
95
$150K 0.14%
44,665
-900
96
– –
-500
97
– –
-1,310
98
– –
-758
99
– –
-703
100
– –
-2,275
1 2 3
4
5