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HWM
Holloway Wealth Management’s
Hartford Multifactor Emerging Markets ETF
ROAM
Stock Holding History
Holloway Wealth Management’s Portfolio
ROAM Stock Details
ROAM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Hold
0
–
–
–
188
Other funds holding ROAM
PA
Paracle Advisors
Mercer Island, Washington
$551M AUM
50.34%
1-Year Est. Return
LK
Lumbard & Kellner
Hollis, New Hampshire
$330M AUM
65.94%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$580B AUM
38.23%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$875B AUM
40.89%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Jane Street
New York
$1.21T AUM
78.12%
1-Year Est. Return
Goldman Sachs
New York
$1.15T AUM
47.82%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$18.1B AUM
24.63%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$1.28T AUM
58.89%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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