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HWM
Howard Wealth Management Portfolio holdings
AUM
$270M
1-Year Est. Return
19.06%
This Fund
S&P 500
This Quarter
Est. Return
+6.59%
1 Year Est. Return
+19.06%
3 Year Est. Return
+60.26%
5 Year Est. Return
+62.53%
10 Year Est. Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
96.89%
Top 10 Holdings %
Top 10 Hldgs %
38.8%
Holding
551
New
548
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.81M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$5.74M |
| 3 |
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
|
+$5.18M |
| 4 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$4.8M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.79M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.21% |
| 2 | Financials | 3.36% |
| 3 | Communication Services | 3.23% |
| 4 | Healthcare | 2.58% |
| 5 | Consumer Discretionary | 2.12% |
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Howard Wealth Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Howard Wealth Management, which disclosed 551 positions worth $120M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is Vanguard High Dividend Yield ETF: 86,078 shares worth $8.07M.
By sector, the portfolio is most concentrated in Technology at 5.2% of assets, followed by Financials and Communication Services.
- Howard Wealth Management's largest Q4 2019 buy was Vanguard High Dividend Yield ETF: 86,078 shares worth $8.07M.
- Howard Wealth Management's ten largest holdings make up 39% of its $120M portfolio in Q4 2019.
- Howard Wealth Management disclosed 551 positions in Q4 2019, its first 13F filing on record.
Based on Howard Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.