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
$140M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.52M
3
+$1.45M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$778K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$669K

Top Sells

1
+$555K
2
+$494K
3
+$405K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$401K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$255K

Sector Composition

1 Technology 4.86%
2 Communication Services 2.48%
3 Consumer Discretionary 2.39%
4 Financials 1.7%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.09%
70,310
+11,867
27
$1.48M 1.06%
29,580
+1,700
28
$1.48M 1.06%
14,177
-715
29
$1.45M 1.03%
+11,440
30
$1.44M 1.03%
28,431
+6,990
31
$1.41M 1.01%
28,007
-3,956
32
$1.4M 1%
26,823
+442
33
$1.35M 0.96%
7,925
-1,213
34
$1.25M 0.89%
15,877
-2,434
35
$1.09M 0.78%
21,577
+5,990
36
$1.04M 0.74%
3,368
+279
37
$981K 0.7%
32,843
-560
38
$974K 0.69%
10,551
-420
39
$961K 0.69%
7,415
-474
40
$951K 0.68%
9,475
+2,510
41
$945K 0.67%
4,635
+900
42
$936K 0.67%
18,530
+5,150
43
$933K 0.67%
4,436
-513
44
$857K 0.61%
4,289
-309
45
$797K 0.57%
30,845
-2,894
46
$785K 0.56%
26,843
-651
47
$778K 0.55%
+15,262
48
$729K 0.52%
14,633
+2,185
49
$702K 0.5%
4,688
+31
50
$701K 0.5%
4,905
+420
1
2
3 4 5