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
$141M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.05M
3
+$2.95M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.03M

Top Sells

1
+$776K
2
+$360K
3
+$273K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$211K
5
BBH icon
VanEck Biotech ETF
BBH
+$203K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.87%
3 Financials 1.69%
4 Healthcare 1.68%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$246K 0.17%
+1,400
102
$244K 0.17%
+5,462
103
$243K 0.17%
+5,883
104
$241K 0.17%
+5,010
105
$237K 0.17%
+774
106
$232K 0.16%
+1,180
107
$232K 0.16%
2,905
+205
108
$222K 0.16%
4,700
-200
109
$214K 0.15%
+9,550
110
$210K 0.15%
+1,290
111
$209K 0.15%
+2,800
112
$176K 0.12%
13,155
+900
113
$173K 0.12%
15,215
-100
114
$98K 0.07%
10,865
-200
115
– –
-1,398
116
– –
-4,650
117
– –
-10,000
1 2 3 4
5