HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.01M
3
+$933K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$920K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$595K

Top Sells

1
+$838K
2
+$824K
3
+$570K
4
NVDA icon
NVIDIA
NVDA
+$544K
5
VUG icon
Vanguard Growth ETF
VUG
+$409K

Sector Composition

1 Technology 8.66%
2 Communication Services 2.79%
3 Financials 2.16%
4 Consumer Discretionary 1.76%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QYLD icon
76
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.05B
$583K 0.27%
34,262
+2,422
XYLD icon
77
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$568K 0.26%
14,458
+1,201
VO icon
78
Vanguard Mid-Cap ETF
VO
$90.6B
$557K 0.26%
1,897
-8
XOM icon
79
Exxon Mobil
XOM
$504B
$530K 0.24%
4,697
PEG icon
80
Public Service Enterprise Group
PEG
$39.4B
$524K 0.24%
6,274
LLY icon
81
Eli Lilly
LLY
$903B
$486K 0.22%
637
-19
MUNI icon
82
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.4B
$469K 0.22%
8,962
+744
SPTM icon
83
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$443K 0.2%
5,490
-180
HD icon
84
Home Depot
HD
$356B
$440K 0.2%
1,086
+10
IJR icon
85
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$413K 0.19%
3,476
-5
ABBV icon
86
AbbVie
ABBV
$396B
$411K 0.19%
1,776
+2
BRK.B icon
87
Berkshire Hathaway Class B
BRK.B
$1.07T
$387K 0.18%
770
-8
DWM icon
88
WisdomTree International Equity Fund
DWM
$628M
$372K 0.17%
5,615
BSMR icon
89
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$296M
$365K 0.17%
15,440
+750
BSMQ icon
90
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$302M
$365K 0.17%
15,435
+750
BSMS icon
91
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$242M
$364K 0.17%
15,541
+755
SHYG icon
92
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.78B
$363K 0.17%
8,388
+1,338
IWB icon
93
iShares Russell 1000 ETF
IWB
$45.5B
$358K 0.16%
978
+1
MRK icon
94
Merck
MRK
$246B
$354K 0.16%
4,217
-11
MCD icon
95
McDonald's
MCD
$221B
$342K 0.16%
1,126
-68
APH icon
96
Amphenol
APH
$170B
$334K 0.15%
2,695
BSMT icon
97
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$224M
$327K 0.15%
14,157
+3,515
ITB icon
98
iShares US Home Construction ETF
ITB
$2.74B
$326K 0.15%
3,042
+12
VCIT icon
99
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$325K 0.15%
3,862
+914
VRIG icon
100
Invesco Variable Rate Investment Grade ETF
VRIG
$1.29B
$316K 0.15%
12,605
+1,829
2 3
4
5 6