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
$232M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$13.8M
2
+$11.6M
3
+$8.56M
4
BLK icon
Blackrock
BLK
+$8.29M
5
TSM icon
TSMC
TSM
+$8.13M

Sector Composition

1 Technology 18.15%
2 Healthcare 15.83%
3 Financials 9.46%
4 Consumer Staples 9.18%
5 Energy 7.88%
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