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
$182M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$274K
3
+$242K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$216K
5
BBH icon
VanEck Biotech ETF
BBH
+$214K

Top Sells

1
+$275K
2
+$161K
3
+$125K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$124K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$100K

Sector Composition

1 Technology 4.98%
2 Communication Services 2.38%
3 Consumer Discretionary 1.82%
4 Financials 1.7%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.06%
166,435
+12,300
27
$1.85M 1.02%
36,981
-1,597
28
$1.84M 1.01%
33,582
-380
29
$1.81M 0.99%
27,524
-170
30
$1.8M 0.99%
35,520
+390
31
$1.8M 0.99%
28,380
+519
32
$1.75M 0.96%
63,429
+505
33
$1.75M 0.96%
7,835
+86
34
$1.69M 0.93%
9,840
+40
35
$1.57M 0.86%
3,991
+41
36
$1.49M 0.82%
7,921
+225
37
$1.46M 0.81%
27,949
+3,284
38
$1.31M 0.72%
12,830
+145
39
$1.28M 0.71%
10,511
-5
40
$1.22M 0.67%
30,796
+2,575
41
$1.19M 0.65%
4,798
-47
42
$1.16M 0.64%
27,895
+1,457
43
$1.13M 0.62%
41,070
+1,670
44
$1.12M 0.61%
4,867
-11
45
$1.11M 0.61%
42,133
46
$1.1M 0.61%
21,865
-98
47
$1.08M 0.6%
21,935
-50
48
$1.04M 0.57%
5,198
+319
49
$1.02M 0.56%
27,711
+254
50
$1.02M 0.56%
4,500
-147
1
2
3 4 5