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 %
0%
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%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BBU
151
Brookfield Business Partners
BBU
$2.42B
0
AIG.WS
152
DELISTED
American International Group, Inc.
AIG.WS
0
KMI.WS
153
DELISTED
Kinder Morgan Inc
KMI.WS
0