HWM
Howard Wealth Management Portfolio holdings
AUM
$229M
1-Year Est. Return
14.8%
This Fund
S&P 500
1 Year Est. Return
+14.8%
AUM
$218M
AUM Growth
+$19.7M
(+9.9%)
Holding
134
Top Buys
| 1 | +$1.37M | |
| 2 | +$1.01M | |
| 3 | +$933K | |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$920K |
| 5 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$595K |
Top Sells
| 1 | +$838K | |
| 2 | +$824K | |
| 3 | +$570K | |
| 4 |
NVIDIA
NVDA
|
+$544K |
| 5 |
Vanguard Growth ETF
VUG
|
+$409K |
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 | |
|---|---|---|---|---|---|---|
126
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.35B
| $211K | 0.1% |
+4,164
|
|
||
127
Verizon
VZ
$168B
| $210K | 0.1% |
4,787
-1,034
|
|
||
128
GE Aerospace
GE
$313B
| $206K | 0.09% |
+683
|
|
||
129
Franklin Dynamic Municipal Bond ETF
FLMI
$1.53B
| $205K | 0.09% |
+8,272
|
|
||
130
iShares Gold Trust
IAU
$85.7B
| $205K | 0.09% |
+2,812
|
|
||
131
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
| $202K | 0.09% |
+3,503
|
|
||
132
Texas Instruments
TXN
$199B
| – | – |
-1,067
|
|
||
133
Paycom
PAYC
$7.38B
| – | – |
-1,200
|
|
||
134
Curtiss-Wright
CW
$24.5B
| – | – |
-420
|
|