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
$120M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$372K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$258K
5
AMLP icon
Alerian MLP ETF
AMLP
+$242K

Top Sells

1
+$492K
2
+$284K
3
+$281K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$278K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$214K

Sector Composition

1 Technology 7.56%
2 Communication Services 2.82%
3 Consumer Discretionary 2.72%
4 Financials 2.46%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,638
102
– –
-4,268
103
– –
-10,482
104
– –
-11,805
105
– –
-3,655
1 2 3 4
5