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
$115M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$67.3K
3
+$48.3K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$34.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$29.6K

Top Sells

1
+$1.3M
2
+$1.04M
3
+$931K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$900K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$803K

Sector Composition

1 Technology 7.69%
2 Consumer Discretionary 2.6%
3 Communication Services 2.38%
4 Financials 2.3%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.46%
5,288
-9,020
52
$521K 0.45%
1,892
-5
53
$504K 0.44%
32,858
-8,900
54
$496K 0.43%
37,071
-232
55
$495K 0.43%
4,291
56
$455K 0.39%
6,272
-110
57
$445K 0.39%
3,062
58
$432K 0.37%
5,316
-450
59
$426K 0.37%
4,271
60
$422K 0.37%
6,739
61
$414K 0.36%
7,598
+30
62
$406K 0.35%
11,068
-250
63
$385K 0.33%
7,583
-2,475
64
$375K 0.32%
4,990
-7
65
$360K 0.31%
7,174
-18,574
66
$359K 0.31%
1,155
67
$345K 0.3%
781
-8
68
$337K 0.29%
764
-12
69
$333K 0.29%
1,514
-20
70
$332K 0.29%
973
-30
71
$317K 0.27%
659
72
$317K 0.27%
5,610
73
$307K 0.27%
12,160
-1,015
74
$306K 0.27%
2,853
75
$305K 0.26%
2,463
1 2
3
4 5