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
101
$309K 0.17%
3,771
+125
102
$308K 0.17%
17,180
+1,100
103
$307K 0.17%
3,396
+15
104
$296K 0.16%
1,067
+35
105
$289K 0.16%
16,415
-200
106
$288K 0.16%
720
107
$287K 0.16%
7,745
-440
108
$286K 0.16%
718
+30
109
$279K 0.15%
1,155
+10
110
$266K 0.15%
704
-10
111
$265K 0.15%
4,736
+160
112
$264K 0.15%
4,845
113
$257K 0.14%
3,853
-25
114
$251K 0.14%
1,310
115
$249K 0.14%
4,900
116
$242K 0.13%
+529
117
$239K 0.13%
1,510
118
$225K 0.12%
4,306
-50
119
$225K 0.12%
5,908
-36
120
$223K 0.12%
1,982
-25
121
$218K 0.12%
946
+1
122
$216K 0.12%
+4,885
123
$214K 0.12%
+1,064
124
$206K 0.11%
+352
125
$203K 0.11%
1,511
-17
2 3 4
5
6