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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
51
$1.29M 0.59%
9,181
-33
52
$1.24M 0.57%
48,517
+3,534
53
$1.22M 0.56%
2,037
-1
54
$1.2M 0.55%
21,723
-588
55
$1.16M 0.53%
3,669
-61
56
$1.13M 0.52%
2,531
-288
57
$1.11M 0.51%
35,065
-26,063
58
$1.11M 0.51%
1,943
-28
59
$1.07M 0.49%
19,170
-85
60
$1.04M 0.48%
1,118
61
$1.01M 0.47%
+38,785
62
$938K 0.43%
7,820
+30
63
$886K 0.41%
6,747
+46
64
$865K 0.4%
9,037
+577
65
$864K 0.4%
13,247
-200
66
$807K 0.37%
8,648
+8
67
$806K 0.37%
3,329
-6
68
$784K 0.36%
19,363
-6,125
69
$734K 0.34%
15,642
+1,116
70
$733K 0.34%
1,581
-6
71
$711K 0.33%
3,808
-2,918
72
$671K 0.31%
10,289
+8
73
$638K 0.29%
3,439
+6
74
$619K 0.28%
5,284
-2,196
75
$594K 0.27%
6,356
-1
1 2
3
4 5