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
$195M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.06M
3
+$1.98M
4
AMZN icon
Amazon
AMZN
+$1.82M
5
IHS icon
IHS Holding
IHS
+$1.43M

Top Sells

1
+$2.49M
2
+$1.64M
3
+$1.38M
4
GDDY icon
GoDaddy
GDDY
+$1.17M
5
EPAY
Bottomline Technologies Inc
EPAY
+$1.13M

Sector Composition

1 Technology 16.71%
2 Healthcare 11.18%
3 Financials 8.87%
4 Energy 5.75%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.26%
+5,788
52
$502K 0.26%
8,484
-27,800
53
$497K 0.25%
3,041
+555
54
$492K 0.25%
4,297
+1,822
55
$407K 0.21%
1,187
56
$371K 0.19%
+3,975
57
$371K 0.19%
+1,053
58
$341K 0.17%
4,000
59
$320K 0.16%
1,838
60
$318K 0.16%
1,585
+85
61
$298K 0.15%
+525
62
$289K 0.15%
+780
63
$281K 0.14%
+7,994
64
$278K 0.14%
+1,283
65
$270K 0.14%
804
+104
66
$257K 0.13%
+2,065
67
$246K 0.13%
+1,815
68
$235K 0.12%
+5,278
69
$234K 0.12%
+801
70
$231K 0.12%
+1,493
71
$231K 0.12%
+1,387
72
$226K 0.12%
+1,005
73
$220K 0.11%
+2,900
74
$208K 0.11%
+414
75
$204K 0.1%
5,220
1 2
3
4