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
$141M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.05M
3
+$2.95M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.09M
5
AAPL icon
Apple
AAPL
+$2.03M

Top Sells

1
+$776K
2
+$360K
3
+$273K
4
DWM icon
WisdomTree International Equity Fund
DWM
+$211K
5
BBH icon
VanEck Biotech ETF
BBH
+$203K

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 1.87%
3 Financials 1.69%
4 Healthcare 1.68%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 7.17%
102,408
-3,642
2
$9.11M 6.45%
95,999
+16,225
3
$7.34M 5.2%
34,299
+233
4
$5.66M 4.01%
33,138
+1,165
5
$5.09M 3.61%
36,869
+14,683
6
$4.75M 3.36%
94,607
-3,898
7
$4.51M 3.19%
300,223
-1,450
8
$4.27M 3.02%
+31,567
9
$3.96M 2.81%
55,593
-10,882
10
$3.93M 2.78%
124,066
+53,983
11
$3.05M 2.16%
+257,066
12
$2.95M 2.09%
+37,401
13
$2.8M 1.98%
303,810
-9,208
14
$2.4M 1.7%
670,900
-31,510
15
$2.33M 1.65%
56,891
+1,883
16
$2.27M 1.6%
6,342
+3,062
17
$2.23M 1.58%
38,487
+5
18
$2.09M 1.48%
+103,719
19
$1.95M 1.38%
15,776
+6
20
$1.92M 1.36%
19,100
+2,000
21
$1.76M 1.25%
+27,843
22
$1.75M 1.24%
+4,878
23
$1.66M 1.17%
27,941
-4,605
24
$1.6M 1.14%
4,891
+856
25
$1.47M 1.04%
30,613
+13,328
1
2 3 4 5