HWM

Howard Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 14.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.8%
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
+$1.36M
2
+$1.01M
3
+$931K
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$920K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$594K

Top Sells

1
+$836K
2
+$820K
3
+$509K
4
AAPL icon
Apple
AAPL
+$506K
5
VUG icon
Vanguard Growth ETF
VUG
+$391K

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
VUG icon
1
Vanguard Growth ETF
VUG
$194B
$17.2M 7.9%
35,850
-852
VYM icon
2
Vanguard High Dividend Yield ETF
VYM
$72.6B
$15.3M 7.04%
108,685
+2,896
AAPL icon
3
Apple
AAPL
$3.71T
$8.33M 3.83%
32,696
-2,239
VB icon
4
Vanguard Small-Cap ETF
VB
$70.5B
$8.07M 3.71%
31,729
-559
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$101B
$6.06M 2.78%
28,063
+136
PLTR icon
6
Palantir
PLTR
$365B
$5.92M 2.72%
32,437
-373
VT icon
7
Vanguard Total World Stock ETF
VT
$62.8B
$5.05M 2.32%
36,649
+188
BSCQ icon
8
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.12B
$5.05M 2.32%
258,058
+11,562
BSCR icon
9
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$4.98M 2.29%
252,871
+8,820
JPST icon
10
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$4.98M 2.29%
98,141
-16,519
BSCS icon
11
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$4.87M 2.24%
236,875
+8,562
BSCP
12
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$4.76M 2.19%
229,858
-3,495
VOO icon
13
Vanguard S&P 500 ETF
VOO
$850B
$4.47M 2.06%
7,302
+44
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$668B
$4.36M 2.01%
6,549
+1
BSCT icon
15
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$4M 1.84%
212,827
+10,352
IVW icon
16
iShares S&P 500 Growth ETF
IVW
$63.5B
$3.88M 1.78%
32,112
-1,433
IVV icon
17
iShares Core S&P 500 ETF
IVV
$711B
$3.27M 1.5%
4,881
+25
BND icon
18
Vanguard Total Bond Market
BND
$151B
$3.12M 1.43%
41,901
+582
BSJQ icon
19
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.11B
$2.92M 1.34%
124,928
+25,408
VTV icon
20
Vanguard Value ETF
VTV
$166B
$2.77M 1.27%
14,833
-868
BSJR icon
21
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$826M
$2.74M 1.26%
120,596
+21,137
VEU icon
22
Vanguard FTSE All-World ex-US ETF
VEU
$59.3B
$2.73M 1.25%
38,251
+7,109
BSJS icon
23
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$649M
$2.63M 1.21%
119,319
+21,584
BSJP
24
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$2.53M 1.16%
109,497
+482
BSJT icon
25
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$468M
$2.51M 1.15%
116,474
+23,843
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