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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
MUNI icon
76
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3B
$619K 0.26%
11,854
+1,449
LLY icon
77
Eli Lilly
LLY
$1.02T
$596K 0.25%
647
+15
BSMR icon
78
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$343M
$589K 0.25%
24,880
+3,005
BSMQ icon
79
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$293M
$588K 0.25%
24,880
+3,010
BSMS icon
80
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$304M
$586K 0.25%
25,050
+3,020
BSMT icon
81
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$272M
$585K 0.25%
25,392
+3,020
ONEQ icon
82
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$582K 0.24%
+6,851
XYLD icon
83
Global X S&P 500 Covered Call ETF
XYLD
$3.16B
$562K 0.24%
14,358
-63
DNL icon
84
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$490M
$560K 0.24%
13,874
IWF icon
85
iShares Russell 1000 Growth ETF
IWF
$126B
$557K 0.23%
5,228
-36
VO icon
86
Vanguard Mid-Cap ETF
VO
$104B
$534K 0.22%
7,436
-48
CTAS icon
87
Cintas
CTAS
$70.8B
$509K 0.21%
+3,012
PEG icon
88
Public Service Enterprise Group
PEG
$39.8B
$508K 0.21%
6,274
GLD icon
89
SPDR Gold Trust
GLD
$139B
$508K 0.21%
+1,180
SHYG icon
90
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.56B
$487K 0.2%
11,502
+1,335
MRK icon
91
Merck
MRK
$298B
$462K 0.19%
3,843
-60
IJR icon
92
iShares Core S&P Small-Cap ETF
IJR
$108B
$462K 0.19%
3,714
-4
VCIT icon
93
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$461K 0.19%
5,572
+913
VRIG icon
94
Invesco Variable Rate Investment Grade ETF
VRIG
$1.53B
$439K 0.18%
17,546
+2,967
SPTM icon
95
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$421K 0.18%
5,321
+15
VUSB icon
96
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$418K 0.18%
8,396
+1,899
DWM icon
97
WisdomTree International Equity Fund
DWM
$671M
$392K 0.17%
5,615
ABBV icon
98
AbbVie
ABBV
$397B
$367K 0.15%
1,686
-44
MCD icon
99
McDonald's
MCD
$204B
$348K 0.15%
1,119
+2
IWB icon
100
iShares Russell 1000 ETF
IWB
$48.1B
$343K 0.14%
961
-8
2 3
4
5 6