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
$182M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$717K
2 +$274K
3 +$242K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$216K
5
BBH icon
VanEck Biotech ETF
BBH
+$214K

Sector Composition

1 Technology 4.98%
2 Communication Services 2.38%
3 Consumer Discretionary 1.82%
4 Financials 1.7%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$135K 0.07%
12,965
-4,525
127
$111K 0.06%
3,380
+47
128
$101K 0.06%
10,018
129
-1,492