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
176
$62K 0.05%
+400
177
$60K 0.05%
+1,000
178
$60K 0.05%
+1,185
179
$59K 0.05%
+202
180
$59K 0.05%
+1,117
181
$59K 0.05%
+1,529
182
$59K 0.05%
+173
183
$58K 0.05%
+324
184
$58K 0.05%
+544
185
$57K 0.05%
+115
186
$56K 0.05%
+600
187
$56K 0.05%
+414
188
$56K 0.05%
+880
189
$55K 0.05%
+916
190
$55K 0.05%
+488
191
$55K 0.05%
+600
192
$54K 0.05%
+1,669
193
$53K 0.04%
+400
194
$53K 0.04%
+1,435
195
$52K 0.04%
+370
196
$52K 0.04%
+1,800
197
$52K 0.04%
+325
198
$51K 0.04%
+332
199
$51K 0.04%
+450
200
$50K 0.04%
+104