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
$211M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$11.6M
2
+$11.2M
3
+$8.87M
4
CSCO icon
Cisco
CSCO
+$7.63M
5
KMI icon
Kinder Morgan
KMI
+$7.42M

Sector Composition

1 Healthcare 17.71%
2 Technology 16.48%
3 Energy 13.59%
4 Consumer Discretionary 9.36%
5 Financials 7.29%
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