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 | +$1.36M | |
| 2 | +$1.01M | |
| 3 | +$931K | |
| 4 |
Fidelity Low Duration Bond Factor ETF
FLDR
|
+$920K |
| 5 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$594K |
Top Sells
| 1 | +$836K | |
| 2 | +$820K | |
| 3 | +$509K | |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.38B
| $211K | 0.1% |
+4,164
|
|
||
127
Verizon
VZ
$215B
| $210K | 0.1% |
4,787
-1,034
|
|
||
128
GE Aerospace
GE
$319B
| $206K | 0.09% |
+683
|
|
||
129
Franklin Dynamic Municipal Bond ETF
FLMI
$1.84B
| $205K | 0.09% |
+8,272
|
|
||
130
iShares Gold Trust
IAU
$80.3B
| $205K | 0.09% |
+2,812
|
|
||
131
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.5B
| $202K | 0.09% |
+3,503
|
|
||
132
Curtiss-Wright
CW
$25.2B
| – | – |
-420
|
|
||
133
Paycom
PAYC
$6.56B
| – | – |
-1,200
|
|
||
134
Texas Instruments
TXN
$177B
| – | – |
-1,067
|
|