HOWARD WEALTH MANAGEMENT, LLC has about 83% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 83 |
Technology | 6.9 |
Communication Services | 2.6 |
Consumer Cyclical | 2.2 |
Healthcare | 1.7 |
Financial Services | 1.6 |
HOWARD WEALTH MANAGEMENT, LLC has about 16.9% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 83 |
MEGA-CAP | 14.4 |
LARGE-CAP | 2.5 |
About 16.1% of the stocks held by HOWARD WEALTH MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 83.7 |
S&P 500 | 16.1 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
HOWARD WEALTH MANAGEMENT, LLC has 109 stocks in it's portfolio. About 41.2% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for HOWARD WEALTH MANAGEMENT, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 4.51 | 33,259 | 7,749,280 | reduced | -0.54 | ||
AAXJ | ishares tr | 1.67 | 86,249 | 2,866,050 | added | 0.73 | ||
AAXJ | ishares tr | 0.50 | 5,707 | 854,049 | added | 0.49 | ||
AAXJ | ishares tr | 0.23 | 3,078 | 391,171 | reduced | -0.87 | ||
ABBV | abbvie inc | 0.22 | 1,870 | 369,263 | added | 0.48 | ||
ACES | alps etf tr | 0.26 | 9,337 | 440,074 | added | 20.68 | ||
AFK | vaneck etf trust | 0.70 | 65,349 | 1,193,270 | added | 41.08 | ||
AFK | vaneck etf trust | 0.49 | 33,023 | 841,102 | added | 53.39 | ||
AFK | vaneck etf trust | 0.36 | 37,079 | 614,025 | added | 119 | ||
AGNG | global x fds | 0.26 | 10,882 | 451,610 | added | 22.78 | ||
AGNG | global x fds | 0.23 | 21,929 | 395,592 | added | 43.45 | ||
AGZD | wisdomtree tr | 0.60 | 26,068 | 1,026,950 | reduced | -1.63 | ||
AGZD | wisdomtree tr | 0.59 | 19,255 | 1,015,700 | reduced | -2.04 | ||
AGZD | wisdomtree tr | 0.19 | 5,615 | 323,181 | unchanged | 0.00 | ||
AGZD | wisdomtree tr | 0.16 | 4,455 | 277,725 | added | 7.35 | ||
AMZN | amazon com inc | 1.00 | 9,188 | 1,712,000 | added | 0.08 | ||
AOA | ishares tr | 0.16 | 4,645 | 275,189 | reduced | -1.38 | ||
BAB | invesco exch traded fd tr ii | 0.68 | 47,665 | 1,165,900 | added | 44.2 | ||
BAB | invesco exch traded fd tr ii | 0.54 | 44,399 | 932,814 | reduced | -10.38 | ||
BBAX | j p morgan exchange traded f | 0.60 | 17,310 | 1,030,110 | added | 16.24 | ||