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
$196M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$10.6M
2
+$9.77M
3
+$8.65M
4
BAC icon
Bank of America
BAC
+$7.25M
5
C icon
Citigroup
C
+$6.06M

Sector Composition

1 Healthcare 18.06%
2 Energy 15.96%
3 Technology 14.87%
4 Consumer Discretionary 9.4%
5 Communication Services 7.49%
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