HWM

Howard Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$561K
2
+$488K
3
+$341K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$242K
5
AMLP icon
Alerian MLP ETF
AMLP
+$241K

Top Sells

1
+$471K
2
+$278K
3
+$270K
4
AAPL icon
Apple
AAPL
+$270K
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
– –
-10,482
102
– –
-11,805
103
– –
-3,655
104
– –
-3,638
105
– –
-4,268
1 2 3 4
5