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
76
$486K 0.26%
23,062
-21,337
77
$483K 0.26%
26,495
+4,566
78
$479K 0.26%
6,700
-4
79
$468K 0.25%
4,353
+153
80
$439K 0.24%
4,416
+7
81
$428K 0.23%
1,100
+22
82
$408K 0.22%
3,545
83
$378K 0.2%
7,309
+691
84
$375K 0.2%
827
-55
85
$350K 0.19%
1,209
+4
86
$325K 0.18%
3,144
+66
87
$322K 0.17%
1,920
-5
88
$320K 0.17%
1,799
-71
89
$315K 0.17%
977
+3
90
$303K 0.16%
1,250
91
$299K 0.16%
12,185
+1,880
92
$299K 0.16%
614
+7
93
$298K 0.16%
12,615
+1,945
94
$297K 0.16%
12,610
+1,945
95
$297K 0.16%
12,710
+1,965
96
$296K 0.16%
5,615
97
$287K 0.16%
12,510
+1,990
98
$278K 0.15%
4,455
99
$264K 0.14%
4,603
-42
100
$259K 0.14%
2,136
-197
1 2 3
4
5