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
76
$452K 0.26%
10,882
+2,019
77
$440K 0.26%
9,337
+1,600
78
$437K 0.25%
1,078
+2
79
$415K 0.24%
3,545
-328
80
$406K 0.24%
882
+12
81
$396K 0.23%
21,929
+6,642
82
$391K 0.23%
3,078
-27
83
$389K 0.23%
439
+4
84
$369K 0.22%
1,870
+9
85
$367K 0.21%
1,205
+1
86
$355K 0.21%
607
+3
87
$351K 0.2%
+6,618
88
$348K 0.2%
595
-5
89
$343K 0.2%
4,316
-1,821
90
$333K 0.19%
1,925
+5
91
$323K 0.19%
5,615
92
$322K 0.19%
1,250
93
$306K 0.18%
974
+2
94
$286K 0.17%
2,333
-19
95
$278K 0.16%
4,455
+305
96
$275K 0.16%
2,389
+3
97
$275K 0.16%
4,645
-65
98
$264K 0.15%
1,280
99
$263K 0.15%
5,851
-18
100
$253K 0.15%
+10,745
1 2 3
4
5