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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
76
$583K 0.27%
34,262
+2,422
77
$568K 0.26%
14,458
+1,201
78
$557K 0.26%
7,588
-32
79
$530K 0.24%
4,697
80
$524K 0.24%
6,274
81
$486K 0.22%
637
-19
82
$469K 0.22%
8,962
+744
83
$443K 0.2%
5,490
-180
84
$440K 0.2%
1,086
+10
85
$413K 0.19%
3,476
-5
86
$411K 0.19%
1,776
+2
87
$387K 0.18%
770
-8
88
$372K 0.17%
5,615
89
$365K 0.17%
15,440
+750
90
$365K 0.17%
15,435
+750
91
$364K 0.17%
15,541
+755
92
$363K 0.17%
8,388
+1,338
93
$358K 0.16%
978
+1
94
$354K 0.16%
4,217
-11
95
$342K 0.16%
1,126
-68
96
$334K 0.15%
2,695
97
$327K 0.15%
14,157
+3,515
98
$326K 0.15%
3,042
+12
99
$325K 0.15%
3,862
+914
100
$316K 0.15%
12,605
+1,829
2 3
4
5 6