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
$161M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.23M
2
+$7.96M
3
+$7.86M
4
AAPL icon
Apple
AAPL
+$6.42M
5
KMI icon
Kinder Morgan
KMI
+$5.97M

Sector Composition

1 Healthcare 17.99%
2 Energy 16.15%
3 Technology 11.52%
4 Consumer Discretionary 9.42%
5 Communication Services 8.66%
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