HWM

Holloway Wealth Management Portfolio holdings

AUM $350M
1-Year Est. Return 10.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Healthcare 18.42%
2 Technology 15.02%
3 Energy 14.16%
4 Consumer Discretionary 8.95%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
0
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0
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0
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