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
VUG icon
1
Vanguard Growth ETF
VUG
$199B
$13.6M 7.58%
36,675
-921
VYM icon
2
Vanguard High Dividend Yield ETF
VYM
$65.6B
$13.5M 7.5%
104,405
-2,236
AAPL icon
3
Apple
AAPL
$3.9T
$7.83M 4.36%
35,249
-252
VB icon
4
Vanguard Small-Cap ETF
VB
$68.4B
$7.15M 3.99%
32,253
-1,303
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$5.61M 3.13%
28,929
-867
BSCP icon
6
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$4.84M 2.7%
234,027
-1,185
BSCQ icon
7
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$4.78M 2.66%
245,454
-2,605
BSCR icon
8
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$4.78M 2.66%
243,774
-600
BSCS icon
9
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$4.63M 2.58%
227,320
-3,850
VT icon
10
Vanguard Total World Stock ETF
VT
$55.1B
$4.28M 2.38%
36,896
-1,064
BSCT icon
11
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$3.75M 2.09%
202,158
-3,175
VOO icon
12
Vanguard S&P 500 ETF
VOO
$771B
$3.71M 2.07%
7,222
-263
SPY icon
13
SPDR S&P 500 ETF Trust
SPY
$672B
$3.67M 2.05%
6,565
-18
IVW icon
14
iShares S&P 500 Growth ETF
IVW
$67.1B
$3.12M 1.74%
33,594
-650
BND icon
15
Vanguard Total Bond Market
BND
$138B
$3.02M 1.69%
41,165
+496
JPST icon
16
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$2.97M 1.66%
+58,755
IVV icon
17
iShares Core S&P 500 ETF
IVV
$672B
$2.81M 1.56%
4,992
-195
PLTR icon
18
Palantir
PLTR
$438B
$2.8M 1.56%
33,201
+156
VTV icon
19
Vanguard Value ETF
VTV
$149B
$2.7M 1.5%
15,621
-25
BSJP icon
20
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
$2.49M 1.39%
108,151
+333
BSJQ icon
21
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$2.3M 1.28%
99,259
+58
BSJR icon
22
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$608M
$2.21M 1.23%
98,636
BSJS icon
23
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$473M
$2.13M 1.18%
98,253
-100
VV icon
24
Vanguard Large-Cap ETF
VV
$46.9B
$2.11M 1.18%
8,214
+82
V icon
25
Visa
V
$674B
$2.11M 1.17%
6,012
+60
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