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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.03M
3
+$5.37M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.99M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.21%
2 Financials 3.36%
3 Communication Services 3.23%
4 Healthcare 2.58%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$186K 0.16%
+4,390
102
$186K 0.16%
+3,800
103
$167K 0.14%
+3,300
104
$166K 0.14%
+3,522
105
$165K 0.14%
+8,000
106
$165K 0.14%
+2,310
107
$164K 0.14%
+1,937
108
$163K 0.14%
+1,272
109
$162K 0.14%
+1,837
110
$161K 0.13%
+5,160
111
$159K 0.13%
+8,225
112
$147K 0.12%
+2,948
113
$146K 0.12%
+1,065
114
$141K 0.12%
+1,014
115
$141K 0.12%
+1,685
116
$140K 0.12%
+2,537
117
$140K 0.12%
+2,390
118
$139K 0.12%
+1,533
119
$137K 0.11%
+2,870
120
$137K 0.11%
+1,076
121
$135K 0.11%
+1,681
122
$133K 0.11%
+3,030
123
$133K 0.11%
+2,999
124
$129K 0.11%
+635
125
$127K 0.11%
+4,560
3 4
5
6 7