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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
FPFD icon
126
Fidelity Preferred Securities & Income ETF
FPFD
$83.9M
$266K 0.11%
12,395
+2,068
CVX icon
127
Chevron
CVX
$373B
$255K 0.11%
+1,232
PG icon
128
Procter & Gamble
PG
$348B
$255K 0.11%
1,762
+6
WDFC icon
129
WD-40
WDFC
$3.04B
$235K 0.1%
1,150
-75
FDN icon
130
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$234K 0.1%
+1,000
HEDJ icon
131
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.86B
$230K 0.1%
4,395
DVY icon
132
iShares Select Dividend ETF
DVY
$23B
$229K 0.1%
1,513
-63
SRE icon
133
Sempra
SRE
$60.4B
$228K 0.1%
2,350
-50
AVGO icon
134
Broadcom
AVGO
$1.81T
$220K 0.09%
+710
CAT icon
135
Caterpillar
CAT
$420B
$219K 0.09%
+309
BKLN icon
136
Invesco Senior Loan ETF
BKLN
$7.12B
$218K 0.09%
10,704
-1,168
HYG icon
137
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$218K 0.09%
2,744
-387
CW icon
138
Curtiss-Wright
CW
$28B
$218K 0.09%
+320
TJX icon
139
TJX Companies
TJX
$185B
$213K 0.09%
1,336
JEPQ icon
140
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.4B
$210K 0.09%
3,776
+100
BSJV icon
141
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$89.5M
$210K 0.09%
8,065
+15
IWD icon
142
iShares Russell 1000 Value ETF
IWD
$76.7B
$205K 0.09%
960
GE icon
143
GE Aerospace
GE
$350B
– –
-683
IBM icon
144
IBM
IBM
$256B
– –
-812
PFFV icon
145
Global X Variable Rate Preferred ETF
PFFV
$304M
– –
-10,180
XLF icon
146
State Street Financial Select Sector SPDR ETF
XLF
$49.9B
– –
-3,870
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