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
$159M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$38K
2
+$7K
3
+$6K
4
MET icon
MetLife
MET
+$3K
5
RF icon
Regions Financial
RF
+$3K

Sector Composition

1 Healthcare 20.36%
2 Energy 14.7%
3 Technology 10.67%
4 Communication Services 9.15%
5 Consumer Discretionary 9.05%
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