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
$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
+$490K
4
HUGS
USHG Acquisition Corp.
HUGS
+$100K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$6.08K

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
– –
-1,280
127
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-23,718
128
– –
-35,515
129
– –
-4,167
130
– –
-756
131
– –
-4,809
132
– –
-31,840
133
– –
-8,600
134
– –
-14,064
135
– –
-1,631
136
– –
-36,953
2 3 4 5
6