William Howard & Co Financial Advisors Inc. Portfolio
Invests via William Howard & Co Financial Advisors Inc | Managed by William Howard & Co. Financial Advisors, Inc., Clifford Capital Partners, LLC
Invests via William Howard & Co Financial Advisors Inc
Managed by William Howard & Co. Financial Advisors, Inc., Clifford Capital Partners, LLC
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Company Profile
Regional independent financial advisory firm focused on wealth management and institutional retirement-plan consulting, William Howard & Co Financial Advisors Inc provides fiduciary consulting, investment advisory and trustee services to municipalities, school districts and nonprofit clients. The firm positions itself as a conservative, fee-based advisor emphasizing public-sector fixed-income strategies, portfolio construction, cash-flow matching and regulatory compliance support. Relevant to allocators seeking municipal finance expertise and plan governance solutions.
Regional independent financial advisory firm focused on wealth management and institutional retirement-plan consulting, William Howard & Co Financial Advisors Inc provides fiduciary consulting, investment advisory and trustee services to municipalities, school districts and nonprofit clients. The firm positions itself as a conservative, fee-based advisor emphasizing public-sector fixed-income strategies, portfolio construction, cash-flow matching and regulatory compliance support. Relevant to allocators seeking municipal finance expertise and plan governance solutions.
Investment Philosophy & Strategy
Acts as a conservative, fiduciary-first allocator prioritizing capital preservation and predictable income for public-sector and nonprofit clients. Emphasizes municipal fixed-income underwriting, cash-flow matching and duration management to meet pension and trust liabilities, while layering credit research and regulatory compliance into portfolio construction. Uses fee-based, advisory engagement to align incentives, favors high-quality, liquid securities and laddered structures, and applies a multi-horizon outlook that balances near-term liquidity needs with long-term liability-driven outcomes and prudent downside risk controls.
Acts as a conservative, fiduciary-first allocator prioritizing capital preservation and predictable income for public-sector and nonprofit clients. Emphasizes municipal fixed-income underwriting, cash-flow matching and duration management to meet pension and trust liabilities, while layering credit research and regulatory compliance into portfolio construction. Uses fee-based, advisory engagement to align incentives, favors high-quality, liquid securities and laddered structures, and applies a multi-horizon outlook that balances near-term liquidity needs with long-term liability-driven outcomes and prudent downside risk controls.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.57%
Gain
Monthly
0.06%
Yearly
0.68%
Drawdown
22.19%
$128.41M
Equity
Holdings
$128.41M
Investment
$100.24M
$29.85M
Profit -$292,263.12
Realized
$1.67M
Unrealized
$28.17M
Dividends
$5.84M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$292,263.12
Win %
81%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$751,457.19
Win %
81%
This Month
Compared to last month
Gain
-0.11%
Profit
-$139,642.15
Win %
81%
This Year
Compared to last year
Gain
-0.11%
Profit
-$139,642.14
Win %
81%
SYK Stryker Corporation
+4.17%
+$72,495.45 
IBM International Business Machines Corporation
+3.82%
+$6,859.51 
CTBI Community Trust Bancorp Inc.
+2.43%
+$28,313.74 
MCO Moody's Corporation
+2.29%
+$5,493.38 
V Visa Inc. Class A
+2.08%
+$7,985.16 
VNQ Vanguard Real Estate ETF
+1.92%
+$30,071.25 
AAPL Apple Inc.
+1.74%
+$35,855.29 
ICF iShares Cohen & Steers Realty Majors ETF
+1.71%
+$188,278.74 
IWD iShares Russell 1000 Value ETF
+0.78%
+$7,484.54 
IUSV iShares Core S&P U.S. Value ETF
+0.78%
+$6,968.44 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$2,684.09 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.55%
+$1,510.5 
IJH iShares Core S&P Mid-Cap ETF
+0.2%
+$1,246.82 
AVLV Avantis U.S. Large Cap Value ETF
+0.1%
+$360.33 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
MRVL Marvell Technology, Inc.
-8.96%
-$17,734.27 
FRDM Freedom 100 Emerging Markets ETF
-3.13%
-$33,437.93 
NVDA NVIDIA Corporation
-2.56%
-$8,992.5 
APH Amphenol Corporation
-2.44%
-$50,548.34 
EEM iShares MSCI Emerging Markets ETF
-2.29%
-$6,024.52 
IEMG iShares Core MSCI Emerging Markets ETF
-2.13%
-$27,653.9 
IWF iShares Russell 1000 Growth ETF
-1.99%
-$19,890.41 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$19,761.33 
IUSG iShares Core S&P U.S. Growth ETF
-1.6%
-$68,600.64 
IWO iShares Russell 2000 Growth ETF
-1.57%
-$4,879.93 
CRWD CrowdStrike Holdings, Inc.
-1.52%
-$8,568 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$3,989.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$2,940.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$30,228.83 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$4,214.65 
FNDF Schwab Fundamental International Large Company Index ETF
-0.87%
-$3,657.69 
EFA iShares MSCI EAFE ETF
-0.85%
-$26,487.53 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$45,930.66 
PFF iShares Preferred and Income Securities ETF
-0.72%
-$6,259.88 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.72%
-$1,964.25 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$2,457.53 
IVV iShares Core S&P 500 ETF
-0.62%
-$187,990.31 
AMZN Amazon.com Inc
-0.62%
-$2,339.3 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,761.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$4,014.83 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.58%
-$4,096.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$2,650.19 
SCHX Schwab U.S. Large-Cap ETF
-0.56%
-$1,778.87 
IWV ISHARES RUSSELL 3000 ETF
-0.55%
-$32,722.75 
IWM iShares Russell 2000 ETF
-0.26%
-$36,643.53 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$343.35 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$1,015.11 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$10,928.96 
TIP iShares TIPS Bond ETF
-0.08%
-$1,151.07 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$1,896.7 
FBND Fidelity Total Bond ETF
-0.06%
-$324.1 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$1,850.13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$140.1 Events
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Dividends
Dividend Analysis
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| Trades 387 | Longs Won 301/387 77% | Profit Factor 47.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $536,324.09 |
| Average Win $101,303.68 | Best Trade (Jul 15) $9.34M | Sharpe Ratio -214.86 |
| Average Loss -$7,524.7 | Worst Trade (Jul 15) -$256,931.96 | Z-Score 16.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $77,119.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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