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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
$238M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$948K
3
+$862K
4
AMZN icon
Amazon
AMZN
+$855K
5
AAPL icon
Apple
AAPL
+$813K

Top Sells

1
+$241K
2
+$226K
3
+$212K
4
GE icon
GE Aerospace
GE
+$211K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$167K

Sector Composition

1 Technology 8.07%
2 Communication Services 3.09%
3 Consumer Discretionary 2.01%
4 Financials 1.48%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$79.2B
$16.7M 7.02%
112,660
+785
VUG icon
2
Vanguard Growth ETF
VUG
$220B
$15.6M 6.58%
214,764
-816
AAPL icon
3
Apple
AAPL
$4.28T
$9M 3.79%
35,465
+3,124
VB icon
4
Vanguard Small-Cap ETF
VB
$79.6B
$8.35M 3.51%
31,865
+3
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$109B
$5.72M 2.41%
26,607
-484
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$5.66M 2.38%
289,707
+8,990
BSCR icon
7
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$5.65M 2.38%
288,096
+9,658
BSCS icon
8
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$5.5M 2.31%
269,076
+8,609
BSCT icon
9
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$5.3M 2.23%
283,986
+8,549
PLTR icon
10
Palantir
PLTR
$309B
$4.99M 2.1%
34,140
+1,877
VT icon
11
Vanguard Total World Stock ETF
VT
$75B
$4.81M 2.02%
34,747
-1,034
JPST icon
12
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$4.5M 1.89%
88,858
-256
VOO icon
13
Vanguard S&P 500 ETF
VOO
$974B
$4.45M 1.87%
7,449
+134
IVV icon
14
iShares Core S&P 500 ETF
IVV
$836B
$4.45M 1.87%
6,813
+702
BSJQ icon
15
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$993M
$4.43M 1.86%
191,104
+13,007
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$772B
$4.32M 1.82%
6,646
+135
BSCU icon
17
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$4.26M 1.79%
254,823
+15,027
BSJR icon
18
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$849M
$4.18M 1.76%
186,901
+13,838
BSJS icon
19
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$695M
$4.01M 1.69%
184,719
+13,237
BSJT icon
20
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$531M
$3.89M 1.64%
185,057
+12,967
VEU icon
21
Vanguard FTSE All-World ex-US ETF
VEU
$66.5B
$3.82M 1.61%
50,913
+4,598
BSJU icon
22
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$277M
$3.68M 1.55%
143,898
+10,908
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$73.1B
$3.5M 1.47%
30,918
-281
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.42T
$3.22M 1.36%
11,208
+3,524
BND icon
25
Vanguard Total Bond Market
BND
$157B
$3.19M 1.34%
43,369
+1,287
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