HWM
Holloway Wealth Management Portfolio holdings
AUM
$350M
1-Year Return
10.16%
This Quarter Return
-0.26%
1 Year Return
+10.16%
3 Year Return
+50.68%
5 Year Return
+63.44%
10 Year Return
–
AUM
$350M
AUM Growth
-$730K
(-0.21%)
Cap. Flow
-$350M
Cap. Flow
% of AUM
-100.21%
Top 10 Holdings %
Top 10 Hldgs %
30.93%
Holding
423
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Cisco
CSCO
|
$12M |
| 2 |
Blackrock
BLK
|
$11.8M |
| 3 |
Apple
AAPL
|
$10.5M |
| 4 |
Pfizer
PFE
|
$9.65M |
| 5 |
Chevron
CVX
|
$9.32M |
Sector Composition
| 1 | Consumer Staples | 13.95% |
| 2 | Healthcare | 13.94% |
| 3 | Technology | 11.13% |
| 4 | Industrials | 10.49% |
| 5 | Financials | 8.11% |
