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
$181M
AUM Growth
-$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$16.8M
2
+$13.5M
3
+$12M
4
CVX icon
Chevron
CVX
+$8.93M
5
BAC icon
Bank of America
BAC
+$7.2M

Sector Composition

1 Healthcare 16.56%
2 Energy 16.19%
3 Technology 12.73%
4 Consumer Discretionary 9.43%
5 Communication Services 8.34%
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