HWM

Howard Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$267K
3
+$213K
4
VB icon
Vanguard Small-Cap ETF
VB
+$205K
5
BBH icon
VanEck Biotech ETF
BBH
+$198K

Top Sells

1
+$275K
2
+$152K
3
+$124K
4
MSFT icon
Microsoft
MSFT
+$117K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$100K

Sector Composition

1 Technology 4.98%
2 Communication Services 2.38%
3 Consumer Discretionary 1.82%
4 Financials 1.7%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$135K 0.07%
12,965
-4,525
127
$111K 0.06%
3,380
+47
128
$101K 0.06%
10,018
129
– –
-1,492
2 3 4 5
6