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
$182M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$274K
3
+$242K
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$216K
5
BBH icon
VanEck Biotech ETF
BBH
+$214K

Top Sells

1
+$275K
2
+$161K
3
+$125K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$124K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$100K

Sector Composition

1 Technology 4.98%
2 Communication Services 2.38%
3 Consumer Discretionary 1.82%
4 Financials 1.7%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.3%
1,570
-13
77
$533K 0.29%
6,765
+328
78
$515K 0.28%
9,193
+130
79
$514K 0.28%
974
+1
80
$509K 0.28%
1,878
81
$497K 0.27%
4,404
+190
82
$464K 0.26%
11,853
+918
83
$457K 0.25%
4,575
+129
84
$456K 0.25%
22,500
+3,805
85
$451K 0.25%
2,906
+25
86
$450K 0.25%
6,504
+34
87
$419K 0.23%
3,890
+610
88
$402K 0.22%
6,739
89
$393K 0.22%
7,014
90
$391K 0.22%
1,648
+43
91
$374K 0.21%
1,175
-102
92
$374K 0.21%
7,064
+147
93
$363K 0.2%
18,492
-305
94
$358K 0.2%
1,400
95
$345K 0.19%
2,549
+59
96
$341K 0.19%
372
97
$327K 0.18%
4,215
-202
98
$327K 0.18%
15,058
+99
99
$323K 0.18%
5,370
+150
100
$317K 0.17%
1,940
-50
2 3
4
5 6