HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$242K
3
+$233K
4
CVX icon
Chevron
CVX
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$209K

Top Sells

1
+$476K
2
+$433K
3
+$342K
4
VB icon
Vanguard Small-Cap ETF
VB
+$289K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Sector Composition

1 Technology 8.06%
2 Financials 2.53%
3 Communication Services 2.43%
4 Consumer Discretionary 1.79%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$503K 0.28%
1,946
-23
77
$497K 0.28%
29,868
+3,373
78
$481K 0.27%
12,189
+526
79
$427K 0.24%
802
-25
80
$418K 0.23%
8,106
+797
81
$404K 0.23%
1,102
+2
82
$397K 0.22%
4,418
+2
83
$386K 0.21%
5,669
-1,031
84
$378K 0.21%
1,210
+1
85
$376K 0.21%
1,793
-6
86
$364K 0.2%
3,479
-66
87
$327K 0.18%
5,615
88
$325K 0.18%
1,909
-11
89
$310K 0.17%
13,083
+3,519
90
$305K 0.17%
1,250
91
$300K 0.17%
978
+1
92
$298K 0.17%
12,185
93
$298K 0.17%
12,610
94
$297K 0.17%
12,615
95
$295K 0.16%
12,710
96
$293K 0.16%
2,400
+7
97
$288K 0.16%
3,025
-119
98
$272K 0.15%
608
-6
99
$266K 0.15%
4,455
100
$263K 0.15%
5,807
+27
1 2 3
4
5