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
$190M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$646K
3
+$463K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$447K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$348K

Top Sells

1
+$740K
2
+$721K
3
+$695K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$320K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$256K

Sector Composition

1 Technology 5.02%
2 Communication Services 2.18%
3 Consumer Discretionary 1.93%
4 Financials 1.56%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.17%
3,968
+352
102
$318K 0.17%
635
103
$316K 0.17%
3,279
+954
104
$306K 0.16%
1,160
+5
105
$294K 0.16%
2,176
+190
106
$284K 0.15%
4,984
+132
107
$284K 0.15%
+2,970
108
$280K 0.15%
1,837
+2
109
$270K 0.14%
2,414
-179
110
$266K 0.14%
14,356
-748
111
$262K 0.14%
4,845
112
$255K 0.13%
15,365
-1,050
113
$252K 0.13%
+2,902
114
$247K 0.13%
7,171
-324
115
$241K 0.13%
1,280
116
$240K 0.13%
4,270
-36
117
$240K 0.13%
1,435
-75
118
$237K 0.13%
5,914
+6
119
$232K 0.12%
1,419
-26
120
$230K 0.12%
13,530
-1,150
121
$230K 0.12%
+9,115
122
$229K 0.12%
3,678
-50
123
$227K 0.12%
639
-60
124
$224K 0.12%
+1,290
125
$214K 0.11%
1,132
+68
2 3 4
5
6