HBWM
Hollow Brook Wealth Management Portfolio holdings
AUM
$423M
1-Year Est. Return
24.95%
1 Year Est. Return
+24.95%
AUM
$423M
AUM Growth
+$80.9M
(+24%)
Holding
107
Top Buys
| 1 | +$20.8M | |
| 2 | +$3.99M | |
| 3 | +$2.9M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72M |
| 5 |
RAL
Ralliant Corp
RAL
|
+$2.37M |
Top Sells
| 1 | +$5.54M | |
| 2 | +$413K | |
| 3 | +$238K | |
| 4 |
Intercontinental Exchange
ICE
|
+$212K |
| 5 |
Johnson & Johnson
JNJ
|
+$76.4K |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Healthcare | 10.68% |
| 3 | Energy | 10.65% |
| 4 | Financials | 6.63% |
| 5 | Industrials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Bitcoin Trust
IBIT
$65.9B
| $204K | 0.05% |
+3,138
|
|
||
102
Eli Lilly
LLY
$951B
| $203K | 0.05% |
266
|
|
||
103
Kenvue
KVUE
$33.5B
| $175K | 0.04% |
10,775
-465
|
|
||
|
STRR
104
Star Equity Holdings
STRR
$34.9M
| $123K | 0.03% |
11,085
-254
|
|
||
105
Enbridge
ENB
$107B
| – | – |
-5,248
|
|
||
106
Chart Industries
GTLS
$9.17B
| – | – |
-33,642
|
|
||
|
107
Intercontinental Exchange
ICE
$89.3B
| – | – |
-1,156
|
|