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
$184M
AUM Growth
-$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$562K
3
+$515K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$420K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$372K

Top Sells

1
+$691K
2
+$448K
3
+$448K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$270K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$239K

Sector Composition

1 Technology 4.69%
2 Communication Services 1.95%
3 Consumer Discretionary 1.9%
4 Healthcare 1.41%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.12%
1,290
127
$208K 0.11%
+2,202
128
$208K 0.11%
5,664
-250
129
$207K 0.11%
+500
130
$203K 0.11%
+6,665
131
$200K 0.11%
+3,490
132
$127K 0.07%
11,465
-500
133
– –
-367
134
– –
-10,018
135
– –
-9,635
136
– –
-2,414
137
– –
-11,750
138
– –
-25,185
2 3 4 5
6