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
$194M
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.96M
2
+$40K
3
+$29K
4
BNS icon
Scotiabank
BNS
+$29K
5
KMB icon
Kimberly-Clark
KMB
+$29K

Sector Composition

1 Healthcare 18.17%
2 Technology 16.54%
3 Consumer Staples 12.89%
4 Industrials 8.91%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
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