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
$171M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$576K
3
+$566K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$449K
5
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$439K

Top Sells

1
+$370K
2
+$204K
3
+$200K
4
AAPL icon
Apple
AAPL
+$142K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$130K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.31%
3 Consumer Discretionary 1.84%
4 Financials 1.77%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.17%
8,185
-809
102
$287K 0.17%
5,220
+240
103
$280K 0.16%
16,080
+1,130
104
$277K 0.16%
16,615
-773
105
$275K 0.16%
1,492
-354
106
$267K 0.16%
720
-5
107
$263K 0.15%
1,032
-35
108
$263K 0.15%
714
-182
109
$256K 0.15%
1,145
-55
110
$254K 0.15%
4,845
-525
111
$250K 0.15%
+4,900
112
$247K 0.14%
1,310
113
$246K 0.14%
688
+55
114
$245K 0.14%
4,576
+125
115
$244K 0.14%
3,878
-130
116
$228K 0.13%
1,510
117
$227K 0.13%
+372
118
$221K 0.13%
+4,356
119
$217K 0.13%
2,007
-90
120
$216K 0.13%
5,944
-10,184
121
$212K 0.12%
945
+1
122
$206K 0.12%
1,528
123
$167K 0.1%
17,490
-2,870
124
$126K 0.07%
+3,333
125
$94K 0.05%
10,018
2 3 4
5
6