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
$140M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.52M
3
+$1.45M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$778K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$669K

Top Sells

1
+$555K
2
+$494K
3
+$405K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$401K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$255K

Sector Composition

1 Technology 4.86%
2 Communication Services 2.48%
3 Consumer Discretionary 2.39%
4 Financials 1.7%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.29%
1,490
-20
77
$413K 0.29%
2,977
-428
78
$410K 0.29%
9,405
+3,095
79
$401K 0.29%
37,695
+17,080
80
$398K 0.28%
7,702
-1,895
81
$390K 0.28%
34,576
-438
82
$365K 0.26%
4,479
-1,372
83
$360K 0.26%
941
-125
84
$360K 0.26%
2,307
+445
85
$358K 0.26%
7,878
86
$358K 0.26%
1,632
-195
87
$341K 0.24%
33,146
+11
88
$338K 0.24%
15,712
-1,998
89
$335K 0.24%
22,858
-3,070
90
$331K 0.24%
+5,700
91
$324K 0.23%
4,613
-1
92
$322K 0.23%
7,896
-1,225
93
$310K 0.22%
+3,305
94
$296K 0.21%
1,685
-202
95
$293K 0.21%
3,048
-466
96
$291K 0.21%
2,700
+440
97
$287K 0.2%
17,210
+810
98
$273K 0.19%
2,457
-74
99
$272K 0.19%
+5,400
100
$270K 0.19%
16,045
+410
1 2 3
4
5