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
$179M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$206K
3
+$156K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$153K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$97.1K

Top Sells

1
+$462K
2
+$284K
3
+$242K
4
MCD icon
McDonald's
MCD
+$218K
5
VUG icon
Vanguard Growth ETF
VUG
+$163K

Sector Composition

1 Technology 4.85%
2 Communication Services 2.27%
3 Consumer Discretionary 1.74%
4 Financials 1.62%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$999K 0.56%
3,547
+7
52
$981K 0.55%
7,340
-960
53
$970K 0.54%
7,280
54
$968K 0.54%
26,755
-956
55
$904K 0.51%
12,719
56
$888K 0.5%
3,987
+3
57
$848K 0.47%
16,804
+97
58
$839K 0.47%
8,385
-265
59
$814K 0.46%
16,490
-993
60
$813K 0.45%
12,415
61
$777K 0.43%
2,290
-41
62
$766K 0.43%
2,140
-5
63
$755K 0.42%
13,787
+684
64
$722K 0.4%
3,012
65
$695K 0.39%
1,999
+4
66
$690K 0.39%
13,758
+303
67
$679K 0.38%
5,916
68
$640K 0.36%
12,175
69
$626K 0.35%
33,075
+35
70
$609K 0.34%
3,776
-77
71
$599K 0.33%
13,485
72
$579K 0.32%
33,178
+8
73
$576K 0.32%
40,534
-244
74
$561K 0.31%
12,660
-175
75
$536K 0.3%
1,585
+15
1 2
3
4 5