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
$328M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$11.7M
2
+$9.9M
3
+$9.81M
4
CSCO icon
Cisco
CSCO
+$9.45M
5
UL icon
Unilever
UL
+$8.83M

Sector Composition

1 Healthcare 13.11%
2 Technology 11.9%
3 Consumer Staples 11.2%
4 Financials 9.26%
5 Industrials 9.09%
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