HWM
Holloway Wealth Management Portfolio holdings
AUM
$350M
This Quarter Return
+3.32%
1 Year Return
+10.16%
3 Year Return
+50.68%
5 Year Return
+63.44%
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
44.4%
Holding
256
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
1 | Healthcare | 15.66% |
2 | Energy | 14.36% |
3 | Communication Services | 10.08% |
4 | Technology | 9.83% |
5 | Consumer Discretionary | 9.2% |