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
$171M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$370K
2 +$204K
3 +$200K
4
AAPL icon
Apple
AAPL
+$142K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$130K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.31%
3 Consumer Discretionary 1.84%
4 Financials 1.77%
5 Healthcare 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,123
127
-10,000