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
$190M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$646K
3
+$463K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$447K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$348K

Top Sells

1
+$740K
2
+$721K
3
+$695K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$320K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$256K

Sector Composition

1 Technology 5.02%
2 Communication Services 2.18%
3 Consumer Discretionary 1.93%
4 Financials 1.56%
5 Healthcare 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.11%
367
+15
127
$205K 0.11%
+1,674
128
$123K 0.06%
11,965
129
$121K 0.06%
+11,750
130
$100K 0.05%
10,018
131
– –
-4,900
132
– –
-4,935
133
– –
-402
134
– –
-14,757
2 3 4 5
6