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
$257M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$127K
2
+$122K
3
+$32K
4
AFL icon
Aflac
AFL
+$22K
5
TRV icon
Travelers Companies
TRV
+$19K

Sector Composition

1 Technology 13.71%
2 Healthcare 11.88%
3 Consumer Staples 11.37%
4 Financials 9.98%
5 Industrials 8.44%
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