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
VO icon
76
Vanguard Mid-Cap ETF
VO
$89.2B
$503K 0.28%
1,946
-23
QYLD icon
77
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.39B
$497K 0.28%
29,868
+3,373
XYLD icon
78
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
$481K 0.27%
12,189
+526
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.06T
$427K 0.24%
802
-25
MUNI icon
80
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.26B
$418K 0.23%
8,106
+797
HD icon
81
Home Depot
HD
$385B
$404K 0.23%
1,102
+2
MRK icon
82
Merck
MRK
$219B
$397K 0.22%
4,418
+2
SPTM icon
83
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$386K 0.21%
5,669
-1,031
MCD icon
84
McDonald's
MCD
$218B
$378K 0.21%
1,210
+1
ABBV icon
85
AbbVie
ABBV
$403B
$376K 0.21%
1,793
-6
IJR icon
86
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$364K 0.2%
3,479
-66
DWM icon
87
WisdomTree International Equity Fund
DWM
$609M
$327K 0.18%
5,615
PG icon
88
Procter & Gamble
PG
$357B
$325K 0.18%
1,909
-11
PFFV icon
89
Global X Variable Rate Preferred ETF
PFFV
$312M
$310K 0.17%
13,083
+3,519
WDFC icon
90
WD-40
WDFC
$2.74B
$305K 0.17%
1,250
IWB icon
91
iShares Russell 1000 ETF
IWB
$45.6B
$300K 0.17%
978
+1
BSMP icon
92
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$298K 0.17%
12,185
BSMQ icon
93
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$290M
$298K 0.17%
12,610
BSMR icon
94
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$274M
$297K 0.17%
12,615
BSMS icon
95
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$224M
$295K 0.16%
12,710
DUK icon
96
Duke Energy
DUK
$99B
$293K 0.16%
2,400
+7
ITB icon
97
iShares US Home Construction ETF
ITB
$3.16B
$288K 0.16%
3,025
-119
LMT icon
98
Lockheed Martin
LMT
$112B
$272K 0.15%
608
-6
EZM icon
99
WisdomTree US MidCap Fund
EZM
$857M
$266K 0.15%
4,455
VZ icon
100
Verizon
VZ
$164B
$263K 0.15%
5,807
+27
1 2 3
4
5