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
$108M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$204K
2 +$143K
3 +$85K
4
VT icon
Vanguard Total World Stock ETF
VT
+$79K
5
PFE icon
Pfizer
PFE
+$53.6K

Sector Composition

1 Technology 7.15%
2 Communication Services 2.66%
3 Consumer Discretionary 2.45%
4 Financials 2.39%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,400
102
-3,058