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
201
$50K 0.04%
+1,800
202
$49K 0.04%
+337
203
$49K 0.04%
+1,742
204
$48K 0.04%
+800
205
$48K 0.04%
+402
206
$48K 0.04%
+364
207
$48K 0.04%
+513
208
$47K 0.04%
+5,000
209
$45K 0.04%
+185
210
$43K 0.04%
+511
211
$43K 0.04%
+370
212
$42K 0.04%
+2,081
213
$42K 0.04%
+184
214
$42K 0.04%
+2,534
215
$42K 0.04%
+2,605
216
$41K 0.03%
+249
217
$41K 0.03%
+279
218
$39K 0.03%
+700
219
$38K 0.03%
+1,098
220
$38K 0.03%
+531
221
$37K 0.03%
+2,600
222
$37K 0.03%
+255
223
$37K 0.03%
+1,225
224
$36K 0.03%
+1,190
225
$36K 0.03%
+470
7 8
9
10 11