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
$123M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$253K
3
+$222K
4
CI icon
Cigna
CI
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$212K

Top Sells

1
+$4.13M
2
+$1.04M
3
+$544K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$266K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$196K

Sector Composition

1 Technology 7.56%
2 Communication Services 3.22%
3 Financials 2.77%
4 Consumer Discretionary 2.63%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.25%
5,615
77
$306K 0.25%
10,732
+225
78
$298K 0.24%
3,837
-146
79
$289K 0.24%
5,659
-725
80
$281K 0.23%
11,011
-1,205
81
$281K 0.23%
975
-20
82
$277K 0.23%
4,984
-261
83
$273K 0.22%
600
-39
84
$268K 0.22%
1,533
-207
85
$266K 0.22%
9,576
-2,650
86
$260K 0.21%
2,585
-290
87
$259K 0.21%
3,058
88
$254K 0.21%
6,044
+423
89
$253K 0.21%
+6,208
90
$249K 0.2%
1,887
-20
91
$242K 0.2%
3,970
92
$230K 0.19%
1,285
93
$223K 0.18%
1,280
94
$217K 0.18%
+597
95
$216K 0.18%
2,234
-25
96
$212K 0.17%
+4,395
97
$210K 0.17%
+511
98
$209K 0.17%
4,736
+600
99
$206K 0.17%
3,515
-605
100
$205K 0.17%
+1,297
1 2 3
4
5