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
$182M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$274K
3
+$242K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$216K
5
BBH icon
VanEck Biotech ETF
BBH
+$214K

Top Sells

1
+$275K
2
+$161K
3
+$125K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$124K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$100K

Sector Composition

1 Technology 4.98%
2 Communication Services 2.38%
3 Consumer Discretionary 1.82%
4 Financials 1.7%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.56%
8,300
-140
52
$978K 0.54%
17,135
+860
53
$958K 0.53%
3,540
-461
54
$931K 0.51%
3,984
-250
55
$912K 0.5%
7,280
56
$902K 0.5%
12,719
+65
57
$866K 0.48%
17,483
+727
58
$865K 0.48%
8,650
-1,000
59
$843K 0.46%
16,707
-1,967
60
$810K 0.45%
2,331
61
$803K 0.44%
12,415
62
$760K 0.42%
2,145
+85
63
$734K 0.4%
3,012
+10
64
$728K 0.4%
1,995
+1
65
$724K 0.4%
13,103
+497
66
$682K 0.38%
5,916
67
$675K 0.37%
13,455
+503
68
$654K 0.36%
12,175
+425
69
$637K 0.35%
33,040
+500
70
$634K 0.35%
3,853
-416
71
$598K 0.33%
13,485
72
$586K 0.32%
12,835
+689
73
$585K 0.32%
40,778
-154
74
$582K 0.32%
5,315
-180
75
$568K 0.31%
33,170
+7
1 2
3
4 5