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
$122M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.28M
3
+$877K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$759K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$699K

Top Sells

1
+$376K
2
+$214K
3
+$178K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$170K
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$155K

Sector Composition

1 Technology 4.66%
2 Communication Services 2.92%
3 Consumer Discretionary 2.03%
4 Financials 2%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.19%
+772
102
$220K 0.18%
1,666
-50
103
$215K 0.18%
35,260
-3,850
104
$210K 0.17%
+20,615
105
$206K 0.17%
+1,431
106
$205K 0.17%
6,316
-4,764
107
$201K 0.16%
+1,175
108
$135K 0.11%
2,310
109
$93K 0.08%
12,770
110
– –
-10,320
111
– –
-14,800
1 2 3 4
5