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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
LMT icon
101
Lockheed Martin
LMT
$125B
$342K 0.14%
565
-11
BSCV icon
102
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.71B
$338K 0.14%
20,510
BRK.B icon
103
Berkshire Hathaway Class B
BRK.B
$1.05T
$323K 0.14%
+675
DUK icon
104
Duke Energy
DUK
$96.9B
$319K 0.13%
2,435
+8
APH icon
105
Amphenol
APH
$190B
$315K 0.13%
2,495
-200
VDE icon
106
Vanguard Energy ETF
VDE
$9.91B
$315K 0.13%
1,821
+20
ATI icon
107
ATI
ATI
$26.8B
$303K 0.13%
2,081
EZM icon
108
WisdomTree US MidCap Fund
EZM
$922M
$299K 0.13%
4,455
ICSH icon
109
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$298K 0.13%
5,894
+413
FLMI icon
110
Franklin Dynamic Municipal Bond ETF
FLMI
$2.12B
$297K 0.13%
11,983
+2,031
WMT icon
111
Walmart Inc
WMT
$956B
$295K 0.12%
2,374
MCK icon
112
McKesson
MCK
$94.9B
$294K 0.12%
+340
MINT icon
113
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$289K 0.12%
2,877
+193
SPHY icon
114
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$285K 0.12%
12,206
-623
GSY icon
115
Invesco Ultra Short Duration ETF
GSY
$3.52B
$283K 0.12%
5,641
+528
IAU icon
116
iShares Gold Trust
IAU
$65.5B
$282K 0.12%
3,203
+331
JMUB icon
117
JPMorgan Municipal ETF
JMUB
$7.8B
$281K 0.12%
5,626
+375
GSST icon
118
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.52B
$277K 0.12%
5,479
+347
AOR icon
119
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.62B
$275K 0.12%
4,280
+46
VGIT icon
120
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$273K 0.12%
4,592
+207
ADP icon
121
Automatic Data Processing
ADP
$90.6B
$272K 0.11%
+1,338
ITB icon
122
iShares US Home Construction ETF
ITB
$2.74B
$272K 0.11%
3,001
+5
JPIE icon
123
JPMorgan Income ETF
JPIE
$9.34B
$272K 0.11%
+5,897
PULS icon
124
PGIM Ultra Short Bond ETF
PULS
$16.4B
$271K 0.11%
5,479
-411
EVSM icon
125
Eaton Vance Short Duration Municipal Income ETF
EVSM
$719M
$267K 0.11%
5,329
+313
2 3 4
5
6