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
$214M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.25M
2
+$142K
3
+$62K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$50K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$34K

Sector Composition

1 Technology 16.95%
2 Healthcare 15.64%
3 Financials 8.75%
4 Energy 8.5%
5 Industrials 7.32%
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