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
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.31M
2
+$1.96M
3
+$1.95M
4
SU icon
Suncor Energy
SU
+$235K
5
EEQ
Enbridge Energy Management Llc
EEQ
+$178K

Sector Composition

1 Healthcare 18.5%
2 Technology 16.38%
3 Energy 15.28%
4 Consumer Discretionary 8.18%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
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