HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$242K
3
+$233K
4
CVX icon
Chevron
CVX
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$209K

Top Sells

1
+$476K
2
+$433K
3
+$342K
4
VB icon
Vanguard Small-Cap ETF
VB
+$289K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Sector Composition

1 Technology 8.06%
2 Financials 2.53%
3 Communication Services 2.43%
4 Consumer Discretionary 1.79%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 7.58%
36,675
-921
2
$13.5M 7.5%
104,405
-2,236
3
$7.83M 4.36%
35,249
-252
4
$7.15M 3.99%
32,253
-1,303
5
$5.61M 3.13%
28,929
-867
6
$4.84M 2.7%
234,027
-1,185
7
$4.78M 2.66%
245,454
-2,605
8
$4.78M 2.66%
243,774
-600
9
$4.63M 2.58%
227,320
-3,850
10
$4.28M 2.38%
36,896
-1,064
11
$3.75M 2.09%
202,158
-3,175
12
$3.71M 2.07%
7,222
-263
13
$3.67M 2.05%
6,565
-18
14
$3.12M 1.74%
33,594
-650
15
$3.02M 1.69%
41,165
+496
16
$2.97M 1.66%
+58,755
17
$2.81M 1.56%
4,992
-195
18
$2.8M 1.56%
33,201
+156
19
$2.7M 1.5%
15,621
-25
20
$2.49M 1.39%
108,151
+333
21
$2.3M 1.28%
99,259
+58
22
$2.21M 1.23%
98,636
23
$2.13M 1.18%
98,253
-100
24
$2.11M 1.18%
8,214
+82
25
$2.11M 1.17%
6,012
+60
1
2 3 4 5