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
$95.2M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.17M
3
+$1.96M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$745K

Top Sells

1
+$467K
2
+$394K
3
+$328K
4
CVX icon
Chevron
CVX
+$269K
5
HON icon
Honeywell
HON
+$267K

Sector Composition

1 Technology 4.17%
2 Communication Services 3.09%
3 Financials 2.32%
4 Healthcare 1.79%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.18%
23,150
+23,050
27
$1.04M 1.09%
10,680
-20
28
$1.04M 1.09%
46,659
-7,516
29
$952K 1%
19,545
+5,751
30
$857K 0.9%
10,736
-404
31
$857K 0.9%
20,907
+4,072
32
$805K 0.85%
19,191
+2,485
33
$762K 0.8%
4,730
+32
34
$753K 0.79%
8,657
+5,962
35
$751K 0.79%
31,897
+6,066
36
$745K 0.78%
+15,000
37
$737K 0.77%
4,675
+60
38
$724K 0.76%
8,007
+100
39
$613K 0.64%
4,676
+215
40
$592K 0.62%
5,173
+903
41
$531K 0.56%
11,899
+256
42
$528K 0.55%
9,762
-122
43
$526K 0.55%
14,185
44
$520K 0.55%
9,686
-88
45
$512K 0.54%
7,130
+36
46
$511K 0.54%
10,460
+6,660
47
$491K 0.52%
2,034
+52
48
$489K 0.51%
8,420
-920
49
$482K 0.51%
18,832
+1,014
50
$481K 0.51%
6,559
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2
3 4 5