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
$95.2M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.17M
3
+$1.96M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$745K

Top Sells

1
+$467K
2
+$394K
3
+$328K
4
CVX icon
Chevron
CVX
+$269K
5
HON icon
Honeywell
HON
+$267K

Sector Composition

1 Technology 4.17%
2 Communication Services 3.09%
3 Financials 2.32%
4 Healthcare 1.79%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.5%
8,140
+40
52
$472K 0.5%
2,843
+205
53
$443K 0.47%
14,735
54
$430K 0.45%
5,851
55
$429K 0.45%
2,577
+5
56
$429K 0.45%
25,415
+2,370
57
$413K 0.43%
15,989
+6,042
58
$399K 0.42%
8,100
+6,700
59
$398K 0.42%
1,683
+223
60
$385K 0.4%
13,385
-125
61
$382K 0.4%
17,374
-1,145
62
$381K 0.4%
29,893
+1,080
63
$376K 0.4%
9,543
-2,400
64
$373K 0.39%
1,102
-91
65
$370K 0.39%
11,978
-205
66
$366K 0.38%
33,125
-492
67
$365K 0.38%
6,832
-4,074
68
$362K 0.38%
11,526
+621
69
$360K 0.38%
35,716
-1,441
70
$344K 0.36%
3,128
-250
71
$336K 0.35%
895
+10
72
$334K 0.35%
1,525
-190
73
$329K 0.35%
1,640
74
$327K 0.34%
1,720
-75
75
$323K 0.34%
5,610
-10
1 2
3
4 5