We are live on ! Find out more
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
126
$211K 0.1%
+4,164
127
$210K 0.1%
4,787
-1,034
128
$206K 0.09%
+683
129
$205K 0.09%
+8,272
130
$205K 0.09%
+2,812
131
$202K 0.09%
+3,503
132
– –
-420
133
– –
-1,200
134
– –
-1,067
2 3 4 5
6