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
$127M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$792K
3 +$306K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$294K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$268K

Sector Composition

1 Technology 8.21%
2 Communication Services 3.55%
3 Consumer Discretionary 2.63%
4 Financials 2.44%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,736
102
-2,585
103
-1,995
104
-3,058
105
-10,732
106
-1,218