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
$225M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$5.04M
3
+$4.65M
4
AFL icon
Aflac
AFL
+$4.45M
5
CEG icon
Constellation Energy
CEG
+$2.37M

Top Sells

1
+$2.12M
2
+$1.74M
3
+$1.41M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.14M
5
AAPL icon
Apple
AAPL
+$1.13M

Sector Composition

1 Technology 14.67%
2 Consumer Discretionary 9.96%
3 Financials 9.41%
4 Healthcare 7.92%
5 Energy 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.01%
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4