HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$242K
3
+$233K
4
CVX icon
Chevron
CVX
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$209K

Top Sells

1
+$476K
2
+$433K
3
+$342K
4
VB icon
Vanguard Small-Cap ETF
VB
+$289K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Sector Composition

1 Technology 8.06%
2 Financials 2.53%
3 Communication Services 2.43%
4 Consumer Discretionary 1.79%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.15%
1,200
102
$257K 0.14%
491
103
$257K 0.14%
3,140
-83
104
$254K 0.14%
12,271
-10,791
105
$247K 0.14%
4,284
-319
106
$245K 0.14%
1,892
-244
107
$240K 0.13%
10,565
-1,945
108
$233K 0.13%
+5,470
109
$229K 0.13%
3,851
+11
110
$217K 0.12%
+1,297
111
$216K 0.12%
1,605
+1
112
$209K 0.12%
+4,395
113
$208K 0.12%
2,374
114
$202K 0.11%
4,078
-109
115
$201K 0.11%
+810
116
– –
-515
117
– –
-1,283
118
– –
-7,615
119
– –
-17,187
120
– –
-2,450
121
– –
-1,067
1 2 3 4
5