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
$140M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.52M
3
+$1.45M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$778K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$669K

Top Sells

1
+$555K
2
+$494K
3
+$405K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$401K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$255K

Sector Composition

1 Technology 4.86%
2 Communication Services 2.48%
3 Consumer Discretionary 2.39%
4 Financials 1.7%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.48%
5,718
+2,100
52
$669K 0.48%
11,884
-140
53
$666K 0.47%
1,972
-9
54
$663K 0.47%
12,405
-2,410
55
$656K 0.47%
4,409
-334
56
$651K 0.46%
2,344
+1,018
57
$647K 0.46%
2,471
-97
58
$625K 0.45%
8,540
-840
59
$606K 0.43%
18,192
-3,730
60
$579K 0.41%
7,880
-280
61
$554K 0.4%
17,944
-1,208
62
$546K 0.39%
9,186
-300
63
$525K 0.37%
1,890
+145
64
$522K 0.37%
6,606
+99
65
$514K 0.37%
17,049
-382
66
$501K 0.36%
14,735
67
$500K 0.36%
6,320
-840
68
$497K 0.35%
13,425
+30
69
$495K 0.35%
990
-8
70
$469K 0.33%
25,040
+175
71
$468K 0.33%
2,883
+2
72
$431K 0.31%
6,776
+289
73
$430K 0.31%
12,372
+287
74
$418K 0.3%
+7,614
75
$415K 0.3%
1,915
-2
1 2
3
4 5