HBWM

Hollow Brook Wealth Management Portfolio holdings

AUM $387M
1-Year Est. Return 31.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$2.45M
3
+$1.19M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.12M
5
WES icon
Western Midstream Partners
WES
+$579K

Top Sells

1
+$1.02M
2
+$559K
3
+$99.2K
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$42.4K
5
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
+$41.5K

Sector Composition

1 Energy 17.64%
2 Technology 17.58%
3 Healthcare 12.52%
4 Financials 8.82%
5 Real Estate 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18K 0.02%
1,250
52
– –
-22,404
1 2
3