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
$179M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$206K
3
+$156K
4
NUV icon
Nuveen Municipal Value Fund
NUV
+$153K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$97.1K

Top Sells

1
+$462K
2
+$284K
3
+$242K
4
MCD icon
McDonald's
MCD
+$218K
5
VUG icon
Vanguard Growth ETF
VUG
+$163K

Sector Composition

1 Technology 4.85%
2 Communication Services 2.27%
3 Consumer Discretionary 1.74%
4 Financials 1.62%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534K 0.3%
875
-99
77
$523K 0.29%
6,715
-50
78
$522K 0.29%
5,015
-300
79
$514K 0.29%
1,878
80
$502K 0.28%
25,315
+2,815
81
$499K 0.28%
11,622
-231
82
$499K 0.28%
9,252
+59
83
$480K 0.27%
4,404
84
$477K 0.27%
4,816
+241
85
$448K 0.25%
2,741
-165
86
$415K 0.23%
6,278
-226
87
$410K 0.23%
6,739
88
$390K 0.22%
1,648
89
$380K 0.21%
1,160
-15
90
$375K 0.21%
7,084
+20
91
$373K 0.21%
7,014
92
$358K 0.2%
3,330
-560
93
$335K 0.19%
18,492
94
$329K 0.18%
5,255
-115
95
$325K 0.18%
2,593
+44
96
$324K 0.18%
1,400
97
$315K 0.18%
4,196
-19
98
$308K 0.17%
15,104
+46
99
$296K 0.17%
3,616
-155
100
$296K 0.17%
1,835
-105
2 3
4
5 6