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
$123M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$505K
2
+$253K
3
+$222K
4
CI icon
Cigna
CI
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$212K

Top Sells

1
+$4.13M
2
+$1.04M
3
+$544K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$266K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$196K

Sector Composition

1 Technology 7.56%
2 Communication Services 3.22%
3 Financials 2.77%
4 Consumer Discretionary 2.63%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 9.95%
35,548
+20
2
$11.9M 9.71%
98,727
-169
3
$7.26M 5.91%
31,769
+87
4
$5.89M 4.79%
34,333
+700
5
$5.32M 4.33%
29,150
-1,075
6
$4.16M 3.38%
37,607
-1,133
7
$3.5M 2.84%
6,686
-53
8
$3.18M 2.59%
37,714
-65
9
$2.94M 2.39%
91,239
+3,838
10
$2.71M 2.2%
5,147
-129
11
$2.69M 2.19%
5,598
+240
12
$2.53M 2.06%
15,519
13
$2.05M 1.67%
7,895
-621
14
$1.87M 1.52%
157,566
-7,751
15
$1.73M 1.41%
7,227
+125
16
$1.71M 1.39%
29,221
-133
17
$1.66M 1.35%
9,179
+79
18
$1.62M 1.32%
22,207
-1,109
19
$1.48M 1.2%
3,518
+528
20
$1.42M 1.15%
23,505
-5
21
$1.41M 1.15%
8,049
-285
22
$1.41M 1.14%
5,201
-207
23
$1.24M 1.01%
17,109
+778
24
$1.23M 1%
9,408
-655
25
$1.23M 1%
8,180
-95
1
2 3 4 5