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
$179M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$462K
2 +$284K
3 +$242K
4
MCD icon
McDonald's
MCD
+$218K
5
VUG icon
Vanguard Growth ETF
VUG
+$163K

Sector Composition

1 Technology 4.85%
2 Communication Services 2.27%
3 Consumer Discretionary 1.74%
4 Financials 1.62%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$98K 0.05%
10,018
127
$3K ﹤0.01%
+14,757
128
-946
129
-529
130
-3,380