HWM
Holloway Wealth Management Portfolio holdings
AUM
$350M
1-Year Return
10.16%
This Quarter Return
+7.37%
1 Year Return
+10.16%
3 Year Return
+50.68%
5 Year Return
+63.44%
10 Year Return
–
AUM
$232M
AUM Growth
+$17.7M
(+8.2%)
Cap. Flow
-$214M
Cap. Flow
% of AUM
-92.39%
Top 10 Holdings %
Top 10 Hldgs %
39.49%
Holding
215
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
AT&T
T
|
$13.8M |
| 2 |
Apple
AAPL
|
$11.6M |
| 3 |
Cisco
CSCO
|
$8.56M |
| 4 |
Blackrock
BLK
|
$8.29M |
| 5 |
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% |
