HWM

Holloway Wealth Management Portfolio holdings

AUM $350M
1-Year Est. Return 10.16%
This Quarter Est. Return
1 Year Est. Return
+10.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.69M
2
+$8.62M
3
+$8.4M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$8.15M
5
KMI icon
Kinder Morgan
KMI
+$6.69M

Sector Composition

1 Healthcare 20.36%
2 Energy 14.7%
3 Technology 10.67%
4 Communication Services 9.15%
5 Consumer Discretionary 9.05%
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