HWM

Howard Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$985K
3
+$885K
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$358K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$300K

Top Sells

1
+$515K
2
+$257K
3
+$217K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$205K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$202K

Sector Composition

1 Technology 8.38%
2 Communication Services 2.66%
3 Financials 2.38%
4 Consumer Discretionary 1.8%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
1
Vanguard Growth ETF
VUG
$199B
$16.1M 8.13%
36,702
+27
VYM icon
2
Vanguard High Dividend Yield ETF
VYM
$65.6B
$14.1M 7.13%
105,789
+1,384
VB icon
3
Vanguard Small-Cap ETF
VB
$68.4B
$7.65M 3.87%
32,288
+35
AAPL icon
4
Apple
AAPL
$3.9T
$7.17M 3.62%
34,935
-314
JPST icon
5
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$5.81M 2.94%
114,660
+55,905
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$5.72M 2.89%
27,927
-1,002
BSCP icon
7
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$4.83M 2.44%
233,353
-674
BSCQ icon
8
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$4.81M 2.43%
246,496
+1,042
BSCR icon
9
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$4.8M 2.42%
244,051
+277
VT icon
10
Vanguard Total World Stock ETF
VT
$55.1B
$4.69M 2.37%
36,461
-435
BSCS icon
11
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$4.68M 2.36%
228,313
+993
PLTR icon
12
Palantir
PLTR
$438B
$4.47M 2.26%
32,810
-391
VOO icon
13
Vanguard S&P 500 ETF
VOO
$771B
$4.12M 2.08%
7,258
+36
SPY icon
14
SPDR S&P 500 ETF Trust
SPY
$672B
$4.05M 2.04%
6,548
-17
BSCT icon
15
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$3.79M 1.91%
202,475
+317
IVW icon
16
iShares S&P 500 Growth ETF
IVW
$67.1B
$3.69M 1.87%
33,545
-49
BND icon
17
Vanguard Total Bond Market
BND
$138B
$3.04M 1.54%
41,319
+154
IVV icon
18
iShares Core S&P 500 ETF
IVV
$672B
$3.01M 1.52%
4,856
-136
VTV icon
19
Vanguard Value ETF
VTV
$149B
$2.77M 1.4%
15,701
+80
BSJP icon
20
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$2.51M 1.27%
109,015
+864
VV icon
21
Vanguard Large-Cap ETF
VV
$46.9B
$2.38M 1.2%
8,332
+118
BSJQ icon
22
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$2.32M 1.17%
99,520
+261
BSJR icon
23
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$608M
$2.26M 1.14%
99,459
+823
VTI icon
24
Vanguard Total Stock Market ETF
VTI
$553B
$2.23M 1.13%
7,354
-92
BSJS icon
25
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$473M
$2.16M 1.09%
97,735
-518
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