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
$185M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$824K
3
+$643K
4
COST icon
Costco
COST
+$622K
5
VUG icon
Vanguard Growth ETF
VUG
+$587K

Top Sells

1
+$450K
2
+$416K
3
+$343K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$308K
5
PGX icon
Invesco Preferred ETF
PGX
+$260K

Sector Composition

1 Technology 8.56%
2 Communication Services 2.65%
3 Consumer Discretionary 2.49%
4 Financials 2.28%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.56%
40,685
-995
52
$1.02M 0.55%
1,118
+679
53
$998K 0.54%
6,869
+1,162
54
$970K 0.53%
+8,034
55
$935K 0.51%
27,407
+319
56
$918K 0.5%
25,508
-560
57
$915K 0.49%
3,815
-38
58
$876K 0.47%
6,526
+231
59
$836K 0.45%
3,785
-445
60
$776K 0.42%
6,570
+739
61
$765K 0.41%
13,447
-38
62
$762K 0.41%
1,896
+8
63
$693K 0.38%
1,629
-171
64
$693K 0.37%
777
+8
65
$670K 0.36%
7,152
+1,129
66
$661K 0.36%
1,063
+73
67
$646K 0.35%
10,372
-15
68
$643K 0.35%
+1,922
69
$534K 0.29%
11,097
+1,760
70
$530K 0.29%
6,274
71
$520K 0.28%
1,969
+194
72
$508K 0.28%
658
+5
73
$495K 0.27%
3,425
-138
74
$489K 0.26%
11,663
+781
75
$487K 0.26%
6,436
+33
1 2
3
4 5