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
$208M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$12.2M
2 +$11.1M
3 +$8.39M
4
M icon
Macy's
M
+$7.2M
5
BAC icon
Bank of America
BAC
+$6.93M

Sector Composition

1 Healthcare 19.25%
2 Technology 17.46%
3 Energy 17.22%
4 Communication Services 11.73%
5 Consumer Discretionary 9.58%
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