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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
101
$301K 0.14%
12,257
102
$300K 0.14%
14,329
+1,400
103
$299K 0.14%
2,417
+8
104
$297K 0.14%
1,934
+5
105
$297K 0.14%
12,847
-1,380
106
$294K 0.14%
4,455
107
$292K 0.13%
585
+7
108
$277K 0.13%
4,303
+48
109
$255K 0.12%
10,630
+1,548
110
$252K 0.12%
+895
111
$245K 0.11%
3,013
+295
112
$245K 0.11%
2,374
113
$245K 0.11%
4,074
+172
114
$242K 0.11%
1,225
115
$233K 0.11%
+4,668
116
$229K 0.11%
811
117
$225K 0.1%
2,237
+219
118
$225K 0.1%
1,787
-11
119
$224K 0.1%
1,574
-34
120
$224K 0.1%
+4,473
121
$222K 0.1%
4,395
122
$220K 0.1%
+4,385
123
$216K 0.1%
+2,400
124
$215K 0.1%
4,000
-13
125
$213K 0.1%
+4,190
2 3 4
5
6