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HWM
Howard Wealth Management Portfolio holdings
AUM
$238M
1-Year Est. Return
14.72%
This Fund
S&P 500
1 Year Est. Return
+14.72%
AUM
$115M
AUM Growth
-$4.63M
(-3.9%)
Holding
109
Top Buys
| 1 | +$284K | |
| 2 | +$63.6K | |
| 3 | +$48.8K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$32.7K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$28.6K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$1.04M | |
| 3 | +$932K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$896K |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$807K |
Sector Composition
| 1 | Technology | 7.69% |
| 2 | Consumer Discretionary | 2.6% |
| 3 | Communication Services | 2.38% |
| 4 | Financials | 2.3% |
| 5 | Healthcare | 2.19% |