HWM
Holloway Wealth Management Portfolio holdings
AUM
$350M
1-Year Return
10.16%
This Quarter Return
-14.03%
1 Year Return
+10.16%
3 Year Return
+50.68%
5 Year Return
+63.44%
10 Year Return
–
AUM
$194M
AUM Growth
-$38.1M
(-16%)
Cap. Flow
-$232M
Cap. Flow
% of AUM
-119.66%
Top 10 Holdings %
Top 10 Hldgs %
41.14%
Holding
224
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$15M |
| 2 |
TSMC
TSM
|
$10.2M |
| 3 |
Blackrock
BLK
|
$9.41M |
| 4 |
AT&T
T
|
$8.77M |
| 5 |
Cisco
CSCO
|
$8.39M |
Sector Composition
| 1 | Healthcare | 18.17% |
| 2 | Technology | 16.54% |
| 3 | Consumer Staples | 12.89% |
| 4 | Industrials | 8.91% |
| 5 | Financials | 8.49% |
