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
$115M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$67.3K
3
+$48.3K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$34.6K
5
VT icon
Vanguard Total World Stock ETF
VT
+$29.6K

Top Sells

1
+$1.3M
2
+$1.04M
3
+$931K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$900K
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$803K

Sector Composition

1 Technology 7.69%
2 Consumer Discretionary 2.6%
3 Communication Services 2.38%
4 Financials 2.3%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.18%
500
102
$160K 0.14%
45,565
-172,125
103
– –
-2,285
104
– –
-105,410
105
– –
-2,878
106
– –
-32,600
107
– –
-31,319
108
– –
-15,980
109
– –
-7,496
1 2 3 4
5