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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
NVDA icon
51
NVIDIA
NVDA
$4.96T
$1.22M 0.51%
6,992
+3,259
VXF icon
52
Vanguard Extended Market ETF
VXF
$30.4B
$1.21M 0.51%
5,856
-109
SJNK icon
53
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$1.19M 0.5%
47,712
+1,678
EES icon
54
WisdomTree US SmallCap Earnings Fund
EES
$712M
$1.11M 0.47%
19,183
+13
SPYV icon
55
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.3B
$1.05M 0.44%
18,479
-2,877
META icon
56
Meta Platforms (Facebook)
META
$1.44T
$1.04M 0.44%
1,812
-16
V icon
57
Visa
V
$615B
$1.01M 0.43%
3,357
-9
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$13.6B
$945K 0.4%
31,183
-1,111
TSLA icon
59
Tesla
TSLA
$1.5T
$941K 0.4%
2,531
MA icon
60
Mastercard
MA
$433B
$936K 0.39%
1,873
HYS icon
61
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.67B
$921K 0.39%
9,876
+483
PWV icon
62
Invesco Large Cap Value ETF
PWV
$1.56B
$897K 0.38%
12,872
-188
JNJ icon
63
Johnson & Johnson
JNJ
$577B
$838K 0.35%
3,426
+4
VFH icon
64
Vanguard Financials ETF
VFH
$12.7B
$810K 0.34%
6,707
+47
NFLX icon
65
Netflix
NFLX
$340B
$803K 0.34%
8,349
+540
IWM icon
66
iShares Russell 2000 ETF
IWM
$81.2B
$782K 0.33%
3,153
-117
VGT icon
67
Vanguard Information Technology ETF
VGT
$142B
$753K 0.32%
8,624
+232
XOM icon
68
Exxon Mobil
XOM
$612B
$716K 0.3%
4,220
-222
HD icon
69
Home Depot
HD
$327B
$707K 0.3%
2,149
+1,067
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$122B
$706K 0.3%
10,459
-162
BSMU icon
71
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$258M
$672K 0.28%
30,785
+4,095
AMLP icon
72
Alerian MLP ETF
AMLP
$12.2B
$660K 0.28%
12,534
-659
DIA icon
73
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$638K 0.27%
1,378
-58
QYLD icon
74
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
$623K 0.26%
36,306
+1,075
EFA icon
75
iShares MSCI EAFE ETF
EFA
$77.6B
$619K 0.26%
6,370
1 2
3
4 5