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
$172M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.38M
3
+$4.36M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$4.3M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$4.18M

Top Sells

1
+$624K
2
+$270K
3
+$210K
4
CVX icon
Chevron
CVX
+$203K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$145K

Sector Composition

1 Technology 6.71%
2 Communication Services 2.57%
3 Consumer Discretionary 2.15%
4 Financials 1.81%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$934K 0.54%
4,230
-143
52
$933K 0.54%
44,399
-5,144
53
$919K 0.54%
3,344
-19
54
$854K 0.5%
5,707
+28
55
$841K 0.49%
33,023
+11,494
56
$813K 0.47%
3,853
+16
57
$786K 0.46%
13,485
58
$765K 0.45%
6,295
+583
59
$762K 0.44%
1,800
-45
60
$709K 0.41%
1,888
-1
61
$647K 0.38%
10,387
+10
62
$641K 0.37%
5,831
-72
63
$614K 0.36%
37,079
+20,203
64
$581K 0.34%
990
+40
65
$578K 0.34%
653
+4
66
$577K 0.34%
3,563
-250
67
$575K 0.33%
6,023
+534
68
$560K 0.33%
6,274
-465
69
$545K 0.32%
769
-8
70
$535K 0.31%
6,403
71
$501K 0.29%
4,409
+81
72
$492K 0.29%
4,200
-272
73
$491K 0.29%
39,777
-50,491
74
$470K 0.27%
6,704
+19
75
$468K 0.27%
1,775
-9
1 2
3
4 5