HBWM

Hollow Brook Wealth Management Portfolio holdings

AUM $342M
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.23M
3
+$1.06M
4
PARA
Paramount Global Class B
PARA
+$740K
5
ABT icon
Abbott
ABT
+$310K

Top Sells

1
+$9.37M
2
+$8.2M
3
+$5.32M
4
AAPL icon
Apple
AAPL
+$2.69M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.39M

Sector Composition

1 Healthcare 22.3%
2 Technology 19.38%
3 Energy 15.09%
4 Consumer Discretionary 10.24%
5 Financials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$110K 0.05%
93,915
52
$74K 0.04%
2,722
53
– –
-75,699
54
– –
-193,809
55
– –
-479,476
56
– –
-2,448
1 2
3