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
$196M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$24K
2
+$13K
3
+$12K
4
CLX icon
Clorox
CLX
+$11K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9K

Sector Composition

1 Healthcare 18.06%
2 Energy 15.96%
3 Technology 14.87%
4 Consumer Discretionary 9.4%
5 Communication Services 7.49%
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