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
$94.4M
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.21M
3
+$464K
4
HUGS
USHG Acquisition Corp.
HUGS
+$98K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$5.83K

Top Sells

1
+$5.16M
2
+$3.74M
3
+$3.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.77M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.33M

Sector Composition

1 Technology 4.02%
2 Financials 2.09%
3 Communication Services 2.05%
4 Consumer Discretionary 1.16%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.95%
21,725
27
$866K 0.92%
17,285
-17,924
28
$778K 0.82%
3,956
-24
29
$730K 0.77%
6,680
-400
30
$630K 0.67%
21,860
-5,819
31
$629K 0.67%
1,995
32
$588K 0.62%
13,485
33
$581K 0.62%
5,340
-2,160
34
$576K 0.61%
5,431
-4,089
35
$544K 0.58%
5,351
36
$464K 0.49%
+2,913
37
$464K 0.49%
2,461
-5,402
38
$443K 0.47%
9,000
-17,974
39
$430K 0.46%
27,240
-2,710
40
$426K 0.45%
6,739
41
$387K 0.41%
1,510
-1,960
42
$384K 0.41%
1,760
-152
43
$377K 0.4%
6,044
-600
44
$376K 0.4%
41,558
-200
45
$374K 0.4%
8,275
-2,800
46
$329K 0.35%
1,856
-1,895
47
$326K 0.35%
17,230
-450
48
$316K 0.33%
1,965
-325
49
$307K 0.33%
3,323
-1,068
50
$306K 0.32%
6,048
-3,174
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