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
$184M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$562K
3
+$515K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$372K

Top Sells

1
+$691K
2
+$448K
3
+$448K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$270K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$239K

Sector Composition

1 Technology 4.69%
2 Communication Services 1.95%
3 Consumer Discretionary 1.9%
4 Healthcare 1.41%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.17%
823
-42
102
$301K 0.16%
3,669
+767
103
$298K 0.16%
3,828
-140
104
$295K 0.16%
1,180
+20
105
$282K 0.15%
639
106
$278K 0.15%
2,934
-379
107
$271K 0.15%
5,029
+45
108
$268K 0.15%
3,678
109
$264K 0.14%
14,833
+477
110
$256K 0.14%
1,400
111
$252K 0.14%
+10,475
112
$245K 0.13%
4,650
-195
113
$239K 0.13%
+4,900
114
$238K 0.13%
1,435
115
$235K 0.13%
+2,800
116
$234K 0.13%
1,280
117
$233K 0.13%
4,270
118
$231K 0.13%
7,094
-77
119
$230K 0.13%
1,796
+122
120
$229K 0.12%
1,762
-75
121
$228K 0.12%
15,315
-50
122
$221K 0.12%
1,368
+236
123
$221K 0.12%
+2,678
124
$216K 0.12%
1,419
125
$215K 0.12%
13,635
+105
2 3 4
5
6