HBWM
Hollow Brook Wealth Management Portfolio holdings
AUM
$342M
This Quarter Return
+3.64%
1 Year Return
+23.09%
3 Year Return
+83.38%
5 Year Return
+113.32%
10 Year Return
+247.25%
AUM
$110M
AUM Growth
+$110M
(+19%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
13.97%
Top 10 Holdings %
Top 10 Hldgs %
51.95%
Holding
52
New
5
Increased
21
Reduced
14
Closed
1
Top Buys
| 1 |
VanEck Gold Miners ETF
GDX
|
$9.96M |
| 2 |
Kimbell Royalty Partners
KRP
|
$2.31M |
| 3 |
Texas Pacific Land
TPL
|
$1.16M |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
$1.09M |
| 5 |
Western Midstream Partners
WES
|
$578K |
Top Sells
| 1 |
APC
Anadarko Petroleum
APC
|
$1.02M |
| 2 |
Exxon Mobil
XOM
|
$553K |
| 3 |
iShares Select Dividend ETF
DVY
|
$100K |
| 4 |
Invesco KBW Bank ETF
KBWB
|
$42.5K |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$41.7K |
Sector Composition
| 1 | Energy | 17.64% |
| 2 | Technology | 17.58% |
| 3 | Healthcare | 12.52% |
| 4 | Financials | 8.82% |
| 5 | Real Estate | 5.52% |
