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
$110M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.96M
2 +$2.31M
3 +$1.16M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.09M
5
WES icon
Western Midstream Partners
WES
+$578K

Top Sells

1 +$1.02M
2 +$553K
3 +$100K
4
KBWB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$18K 0.02%
1,250
52
-22,404