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
$185M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$970K
2
+$824K
3
+$643K
4
COST icon
Costco
COST
+$622K
5
VUG icon
Vanguard Growth ETF
VUG
+$587K

Top Sells

1
+$450K
2
+$416K
3
+$343K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$308K
5
PGX icon
Invesco Preferred ETF
PGX
+$260K

Sector Composition

1 Technology 8.56%
2 Communication Services 2.65%
3 Consumer Discretionary 2.49%
4 Financials 2.28%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.14%
+3,223
102
$258K 0.14%
2,393
+4
103
$249K 0.13%
491
-104
104
$246K 0.13%
+1,200
105
$237K 0.13%
1,283
+21
106
$231K 0.13%
5,780
-71
107
$225K 0.12%
+9,564
108
$223K 0.12%
+3,840
109
$218K 0.12%
515
+2
110
$215K 0.12%
2,450
111
$214K 0.12%
+2,374
112
$211K 0.11%
1,604
+2
113
$210K 0.11%
+4,187
114
$202K 0.11%
7,615
-417
115
$200K 0.11%
1,067
-213
116
$198K 0.11%
17,187
-22,590
117
– –
-597
118
– –
-1,991
119
– –
-1,265
120
– –
-4,316
1 2 3 4
5