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HWM

Howard Wealth Management Portfolio holdings

AUM $238M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.01M
3
+$931K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$920K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$594K

Top Sells

1
+$836K
2
+$820K
3
+$509K
4
AAPL icon
Apple
AAPL
+$506K
5
VUG icon
Vanguard Growth ETF
VUG
+$391K

Sector Composition

1 Technology 8.66%
2 Communication Services 2.79%
3 Financials 2.16%
4 Consumer Discretionary 1.76%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.14%
8,023
-309
27
$2.39M 1.1%
7,279
-75
28
$2.25M 1.03%
30,601
+1,967
29
$2.2M 1.01%
89,024
+7,528
30
$2.17M 1%
24,014
+153
31
$2.13M 0.98%
83,469
+7,914
32
$2.06M 0.95%
6,031
-31
33
$1.91M 0.88%
7,869
-37
34
$1.91M 0.88%
8,701
-94
35
$1.91M 0.88%
38,002
+18,325
36
$1.82M 0.84%
35,812
+18,367
37
$1.77M 0.81%
3,418
-52
38
$1.71M 0.79%
114,383
+13,510
39
$1.66M 0.76%
6,811
-11
40
$1.62M 0.75%
91,413
+2,465
41
$1.55M 0.71%
12,894
+108
42
$1.48M 0.68%
25,987
+3,135
43
$1.47M 0.68%
34,405
+7,541
44
$1.46M 0.67%
5,626
-8
45
$1.42M 0.65%
6,798
-4
46
$1.37M 0.63%
+80,933
47
$1.35M 0.62%
1,831
-11
48
$1.3M 0.6%
8,034
49
$1.3M 0.6%
14,196
+140
50
$1.3M 0.6%
6,186
-68
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