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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.03M
3
+$5.37M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.99M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.21%
2 Financials 3.36%
3 Communication Services 3.23%
4 Healthcare 2.58%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$126K 0.11%
+12,770
127
$125K 0.1%
+2,975
128
$125K 0.1%
+2,072
129
$123K 0.1%
+2,075
130
$122K 0.1%
+583
131
$119K 0.1%
+361
132
$117K 0.1%
+1,926
133
$112K 0.09%
+2,100
134
$112K 0.09%
+790
135
$105K 0.09%
+1,900
136
$103K 0.09%
+600
137
$101K 0.08%
+480
138
$99K 0.08%
+413
139
$99K 0.08%
+4,700
140
$98K 0.08%
+1,550
141
$93K 0.08%
+9,350
142
$92K 0.08%
+942
143
$92K 0.08%
+1,630
144
$92K 0.08%
+1,578
145
$89K 0.07%
+1,993
146
$88K 0.07%
+6,914
147
$86K 0.07%
+773
148
$85K 0.07%
+650
149
$84K 0.07%
+3,112
150
$82K 0.07%
+2,079
4 5
6
7 8