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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
1
$17.2M 7.9%
215,100
-5,112
2
$15.3M 7.04%
108,685
+2,896
3
$8.33M 3.83%
32,696
-2,239
4
$8.07M 3.71%
31,729
-559
5
$6.06M 2.78%
28,063
+136
6
$5.92M 2.72%
32,437
-373
7
$5.05M 2.32%
36,649
+188
8
$5.05M 2.32%
258,058
+11,562
9
$4.98M 2.29%
252,871
+8,820
10
$4.98M 2.29%
98,141
-16,519
11
$4.87M 2.24%
236,875
+8,562
12
$4.76M 2.19%
229,858
-3,495
13
$4.47M 2.06%
7,302
+44
14
$4.36M 2.01%
6,549
+1
15
$4M 1.84%
212,827
+10,352
16
$3.88M 1.78%
32,112
-1,433
17
$3.27M 1.5%
4,881
+25
18
$3.12M 1.43%
41,901
+582
19
$2.92M 1.34%
124,928
+25,408
20
$2.77M 1.27%
14,833
-868
21
$2.74M 1.26%
120,596
+21,137
22
$2.73M 1.25%
38,251
+7,109
23
$2.63M 1.21%
119,319
+21,584
24
$2.53M 1.16%
109,497
+482
25
$2.51M 1.15%
116,474
+23,843
1
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