HWM

Howard Wealth Management Portfolio holdings

AUM $218M
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
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
State Street 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
76
– –
-28,544
77
– –
-500
78
– –
-1,632
79
– –
-1,796
80
– –
-2,202
81
– –
-14,020
82
– –
-4,270
83
– –
-35,156
84
– –
-6,665
85
– –
-12,790
86
– –
-6,305
87
– –
-14,933
88
– –
-5,664
89
– –
-3,490
90
– –
-3,669
91
– –
-6,083
92
– –
-1,762
93
– –
-17,395
94
– –
-10,475
95
– –
-5,265
96
– –
-8,454
97
– –
-12,757
98
– –
-4,686
99
– –
-5,969
100
– –
-4,792
2 3
4
5 6