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
$172M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.38M
3
+$4.36M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$4.3M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$4.18M

Top Sells

1
+$624K
2
+$270K
3
+$210K
4
CVX icon
Chevron
CVX
+$203K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$145K

Sector Composition

1 Technology 6.71%
2 Communication Services 2.57%
3 Consumer Discretionary 2.15%
4 Financials 1.81%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.15%
+10,665
102
$253K 0.15%
+10,670
103
$252K 0.15%
+10,305
104
$245K 0.14%
+10,520
105
$240K 0.14%
1,262
-24
106
$232K 0.14%
8,032
-148
107
$216K 0.13%
+1,602
108
$215K 0.13%
1,265
-269
109
$214K 0.12%
+513
110
$213K 0.12%
+1,991
111
$207K 0.12%
+597
112
$205K 0.12%
+2,450
113
– –
-1,297
114
– –
-1,388
1 2 3 4
5