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
$301M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$14.1M
2 +$11.4M
3 +$8.71M
4
CSCO icon
Cisco
CSCO
+$8.69M
5
GM icon
General Motors
GM
+$8.68M

Sector Composition

1 Consumer Staples 12.21%
2 Healthcare 11.77%
3 Technology 10.75%
4 Industrials 9.11%
5 Financials 8.99%
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