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
$181M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$18K
2
+$17K
3
+$8K
4
ASIX icon
AdvanSix
ASIX
+$1K

Sector Composition

1 Healthcare 16.56%
2 Energy 16.19%
3 Technology 12.73%
4 Consumer Discretionary 9.43%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
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