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
126
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127
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128
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-8,600
129
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130
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-1,631
131
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-36,953
132
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-14,839
133
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-8,656
134
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-1,400
135
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-2,678
136
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-2,928
2 3 4 5
6