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
$185M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$824K
3
+$643K
4
COST icon
Costco
COST
+$622K
5
VUG icon
Vanguard Growth ETF
VUG
+$587K

Top Sells

1
+$450K
2
+$416K
3
+$343K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$308K
5
PGX icon
Invesco Preferred ETF
PGX
+$260K

Sector Composition

1 Technology 8.56%
2 Communication Services 2.65%
3 Consumer Discretionary 2.49%
4 Financials 2.28%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.1%
95,389
+16,993
27
$2.01M 1.09%
9,142
-46
28
$1.88M 1.02%
5,952
+2,608
29
$1.86M 1.01%
23,897
+372
30
$1.82M 0.99%
31,724
+2,193
31
$1.81M 0.98%
4,490
+3
32
$1.69M 0.92%
28,750
+1
33
$1.6M 0.86%
65,974
+18,309
34
$1.52M 0.82%
8,046
-44
35
$1.5M 0.81%
3,563
+32
36
$1.48M 0.8%
85,646
+20,297
37
$1.46M 0.79%
5,755
+11
38
$1.42M 0.77%
7,461
-368
39
$1.38M 0.75%
54,343
+21,320
40
$1.35M 0.73%
7,101
41
$1.31M 0.71%
12,992
-87
42
$1.29M 0.7%
14,442
-179
43
$1.26M 0.68%
9,522
+19
44
$1.19M 0.64%
71,500
+34,421
45
$1.16M 0.63%
22,733
-180
46
$1.13M 0.61%
19,671
+2,361
47
$1.11M 0.6%
1,887
+13
48
$1.04M 0.56%
19,255
49
$1.04M 0.56%
1,971
-5
50
$1.03M 0.56%
2,016
-147
1
2
3 4 5