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
$172M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.38M
3
+$4.36M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$4.3M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$4.18M

Top Sells

1
+$624K
2
+$270K
3
+$210K
4
CVX icon
Chevron
CVX
+$203K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$145K

Sector Composition

1 Technology 6.71%
2 Communication Services 2.57%
3 Consumer Discretionary 2.15%
4 Financials 1.81%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.05%
23,525
-198
27
$1.76M 1.02%
+79,395
28
$1.71M 1%
+78,396
29
$1.71M 1%
9,188
+7
30
$1.62M 0.94%
5,744
+34
31
$1.52M 0.88%
3,531
-12
32
$1.42M 0.83%
7,829
-241
33
$1.42M 0.83%
14,621
+167
34
$1.35M 0.79%
9,503
-113
35
$1.34M 0.78%
8,090
-47
36
$1.3M 0.76%
13,079
+121
37
$1.22M 0.71%
32,855
38
$1.21M 0.71%
22,913
+831
39
$1.19M 0.69%
65,349
+19,030
40
$1.19M 0.69%
7,101
+1
41
$1.17M 0.68%
4,487
42
$1.17M 0.68%
47,665
+14,610
43
$1.07M 0.62%
41,680
+3,254
44
$1.07M 0.62%
1,874
-14
45
$1.06M 0.61%
2,163
+47
46
$1.03M 0.6%
17,310
+2,419
47
$1.03M 0.6%
26,068
-433
48
$1.02M 0.59%
27,088
-367
49
$1.02M 0.59%
19,255
-400
50
$976K 0.57%
1,976
1
2
3 4 5