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
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$372K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$258K
5
AMLP icon
Alerian MLP ETF
AMLP
+$242K

Top Sells

1
+$492K
2
+$284K
3
+$281K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$278K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214K

Sector Composition

1 Technology 7.56%
2 Communication Services 2.82%
3 Consumer Discretionary 2.72%
4 Financials 2.46%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.25%
829
+11
77
$296K 0.25%
1,740
+450
78
$295K 0.25%
5,615
79
$290K 0.24%
639
-15
80
$287K 0.24%
2,875
-1,655
81
$280K 0.23%
1,805
82
$279K 0.23%
5,245
-444
83
$274K 0.23%
1,873
+475
84
$272K 0.23%
412
-40
85
$266K 0.22%
10,507
-335
86
$266K 0.22%
6,399
+145
87
$261K 0.22%
995
-100
88
$242K 0.2%
+5,690
89
$237K 0.2%
+3,058
90
$228K 0.19%
3,970
-100
91
$225K 0.19%
+4,550
92
$224K 0.19%
1,907
-12
93
$222K 0.19%
4,120
-1,180
94
$219K 0.18%
+2,259
95
$218K 0.18%
1,280
96
$212K 0.18%
+1,285
97
$212K 0.18%
+5,621
98
$208K 0.17%
+4,136
99
$201K 0.17%
+1,218
100
$129K 0.11%
36,235
-8,430
1 2 3
4
5