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
1
$13.9M 8.08%
36,166
+245
2
$13.1M 7.64%
102,414
+1,209
3
$7.78M 4.53%
32,818
+845
4
$7.75M 4.51%
33,259
-179
5
$5.94M 3.46%
30,014
+130
6
$4.64M 2.7%
38,738
+158
7
$4.51M 2.63%
+218,502
8
$4.38M 2.55%
+224,124
9
$4.36M 2.54%
+221,104
10
$4.3M 2.5%
+208,980
11
$4.18M 2.43%
+222,128
12
$3.81M 2.22%
6,643
+7
13
$3.49M 2.03%
46,459
+28,854
14
$3.48M 2.02%
6,591
+665
15
$3.32M 1.94%
34,724
-2,820
16
$3.09M 1.8%
5,362
+239
17
$2.87M 1.67%
86,249
+623
18
$2.68M 1.56%
15,354
-525
19
$2.24M 1.3%
7,912
-72
20
$2.08M 1.21%
7,895
+222
21
$2.07M 1.21%
+89,666
22
$1.87M 1.09%
+79,730
23
$1.86M 1.08%
28,749
+166
24
$1.86M 1.08%
29,531
-229
25
$1.82M 1.06%
+80,109
1
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