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
$179M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$242K
3
+$233K
4
CVX icon
Chevron
CVX
+$217K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$209K

Top Sells

1
+$476K
2
+$433K
3
+$342K
4
VB icon
Vanguard Small-Cap ETF
VB
+$289K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$288K

Sector Composition

1 Technology 8.06%
2 Financials 2.53%
3 Communication Services 2.43%
4 Consumer Discretionary 1.79%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJNK icon
51
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.92B
$1.05M 0.58%
41,658
+973
SPDW icon
52
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$971K 0.54%
26,659
-748
QQQ icon
53
Invesco QQQ Trust
QQQ
$392B
$962K 0.54%
2,051
+35
EES icon
54
WisdomTree US SmallCap Earnings Fund
EES
$637M
$940K 0.52%
19,255
JPM icon
55
JPMorgan Chase
JPM
$818B
$923K 0.51%
3,763
-52
DNL icon
56
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$514M
$909K 0.51%
25,488
-20
AMD icon
57
Advanced Micro Devices
AMD
$410B
$813K 0.45%
7,909
-125
VFH icon
58
Vanguard Financials ETF
VFH
$12.8B
$804K 0.45%
6,730
+160
PWV icon
59
Invesco Large Cap Value ETF
PWV
$1.21B
$800K 0.45%
13,447
AMLP icon
60
Alerian MLP ETF
AMLP
$10.3B
$746K 0.42%
14,369
+3,272
TSLA icon
61
Tesla
TSLA
$1.44T
$731K 0.41%
2,819
-1,671
NFLX icon
62
Netflix
NFLX
$464B
$725K 0.4%
777
HYS icon
63
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.48B
$719K 0.4%
7,679
+527
NVDA icon
64
NVIDIA
NVDA
$4.53T
$713K 0.4%
6,578
+52
IWM icon
65
iShares Russell 2000 ETF
IWM
$71.6B
$713K 0.4%
3,572
-213
IWF icon
66
iShares Russell 1000 Growth ETF
IWF
$125B
$679K 0.38%
1,879
-17
DIA icon
67
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.3B
$674K 0.38%
1,605
-24
IJH icon
68
iShares Core S&P Mid-Cap ETF
IJH
$101B
$601K 0.33%
10,299
-73
VGT icon
69
Vanguard Information Technology ETF
VGT
$112B
$591K 0.33%
1,089
+26
JNJ icon
70
Johnson & Johnson
JNJ
$459B
$568K 0.32%
3,426
+1
XOM icon
71
Exxon Mobil
XOM
$492B
$555K 0.31%
4,662
+309
LLY icon
72
Eli Lilly
LLY
$740B
$549K 0.31%
665
+7
EFA icon
73
iShares MSCI EAFE ETF
EFA
$68.5B
$519K 0.29%
6,344
-92
PEG icon
74
Public Service Enterprise Group
PEG
$41.5B
$516K 0.29%
6,274
CRM icon
75
Salesforce
CRM
$243B
$515K 0.29%
1,917
-5
1 2
3
4 5