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
101
$294K 0.16%
3,327
-69
102
$291K 0.16%
1,067
103
$288K 0.16%
718
104
$279K 0.16%
1,155
105
$276K 0.15%
16,415
106
$271K 0.15%
7,495
-250
107
$269K 0.15%
4,852
+116
108
$256K 0.14%
4,845
109
$249K 0.14%
14,680
-2,500
110
$248K 0.14%
635
-85
111
$247K 0.14%
4,900
112
$246K 0.14%
1,280
-30
113
$241K 0.13%
699
-5
114
$236K 0.13%
1,510
115
$224K 0.13%
5,908
116
$223K 0.12%
4,306
117
$220K 0.12%
3,728
-125
118
$215K 0.12%
1,064
119
$215K 0.12%
+2,325
120
$214K 0.12%
1,986
+4
121
$214K 0.12%
4,935
+50
122
$203K 0.11%
402
+30
123
$202K 0.11%
352
124
$202K 0.11%
1,445
-66
125
$117K 0.07%
11,965
-1,000
2 3 4
5
6