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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
$289M AUM
59.5%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
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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