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
$123M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$253K
3
+$222K
4
CI icon
Cigna
CI
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$212K

Top Sells

1
+$4.13M
2
+$1.04M
3
+$544K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$266K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$196K

Sector Composition

1 Technology 7.56%
2 Communication Services 3.22%
3 Financials 2.77%
4 Consumer Discretionary 2.63%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.16%
1,218
102
$202K 0.16%
+1,995
103
$191K 0.16%
+10,648
104
$171K 0.14%
+10,139
105
– –
-6,399
106
– –
-42,391
107
– –
-36,235
108
– –
-274,354
109
– –
-22,273
1 2 3 4
5