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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.03M
3
+$5.37M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.99M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.21%
2 Financials 3.36%
3 Communication Services 3.23%
4 Healthcare 2.58%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81K 0.07%
+580
152
$80K 0.07%
+1,760
153
$79K 0.07%
+1,025
154
$79K 0.07%
+4,785
155
$79K 0.07%
+1,495
156
$78K 0.07%
+1,411
157
$78K 0.07%
+770
158
$78K 0.07%
+1,850
159
$77K 0.06%
+700
160
$77K 0.06%
+887
161
$76K 0.06%
+799
162
$74K 0.06%
+934
163
$73K 0.06%
+36
164
$73K 0.06%
+965
165
$72K 0.06%
+1,057
166
$70K 0.06%
+1,400
167
$70K 0.06%
+745
168
$70K 0.06%
+1,100
169
$69K 0.06%
+1,962
170
$68K 0.06%
+1,239
171
$68K 0.06%
+428
172
$67K 0.06%
+1,375
173
$66K 0.06%
+1,340
174
$65K 0.05%
+2,615
175
$62K 0.05%
+1,900
5 6
7
8 9