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
$179M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$206K
3
+$156K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$153K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$97.1K

Top Sells

1
+$462K
2
+$284K
3
+$242K
4
MCD icon
McDonald's
MCD
+$218K
5
VUG icon
Vanguard Growth ETF
VUG
+$163K

Sector Composition

1 Technology 4.85%
2 Communication Services 2.27%
3 Consumer Discretionary 1.74%
4 Financials 1.62%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.14%
15,033
-295
27
$1.86M 1.04%
34,115
+533
28
$1.82M 1.02%
35,876
+356
29
$1.78M 0.99%
35,439
-1,542
30
$1.77M 0.99%
28,985
+605
31
$1.75M 0.98%
7,887
+52
32
$1.72M 0.96%
64,643
+1,214
33
$1.71M 0.96%
27,061
-463
34
$1.57M 0.88%
3,988
-3
35
$1.57M 0.88%
9,560
-280
36
$1.57M 0.88%
29,797
+1,848
37
$1.49M 0.83%
8,177
+256
38
$1.31M 0.73%
12,853
+23
39
$1.28M 0.72%
32,837
+2,041
40
$1.22M 0.68%
10,411
-100
41
$1.2M 0.67%
43,945
+2,875
42
$1.16M 0.65%
4,503
+3
43
$1.16M 0.65%
4,692
-106
44
$1.14M 0.64%
28,117
+222
45
$1.11M 0.62%
5,520
+322
46
$1.06M 0.59%
21,935
47
$1.06M 0.59%
18,585
+1,450
48
$1.05M 0.59%
4,801
-66
49
$1.04M 0.58%
20,677
-1,188
50
$1.01M 0.57%
42,133
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